Finance, Relocation & Legal

The following agencies provide financial, moving and elder law services to seniors in Edina, MN. Services may include move management, estate planning, care management, insurance, financial planning, bill playing and fiduciary and real estate agents.

Gentle Transitions Senior Move Management

7346 Ohms Lane, Edina, MN 55424
Telephone: 952-944-1028, 651-224-0335
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Website: www.gentletransitions.net

Since 1990, Gentle Transitions has been the national and local leader of the senior moving management industry, coordinating all aspects of seniors’ moves throughout the Twin Cities and outlying areas. From sorting, getting rid of unwanted items, packing, moving, unpacking and total resettling, every detail is handled with compassion, experience, and the utmost attention to detail.

Professional organizing and home cleanouts also available.

 


Maser, Amundson, Boggio & Hendricks, P.A.

6601 Lyndale Ave. S., Suite 320, Minneapolis, MN 55423
Telephone: 952-925-4147
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Website: www.maserlaw.com

Maser, Amundson, Boggio & Hendricks, P.A. is a full-service law firm with nine attorneys who provide passionate advocacy to their clients in the areas of elder law, estate planning, veteran's and Medicaid benefits assistance, Life Care Planning, asset protection, litigation, conservatorship, guardianship, wrongful death, supplemental and special needs trusts, and probate law.

Our attorneys are well established in the community and have served Minnesotans for more then 25 years. We excel in helping families work through complicated issues and empowering families to plan for the future. The firm benefits from talented and experienced personnel at all levels, helping to make the client experience seamless. In fact, we have a full time licensed social worker on staff to help our life care planning clients navigate the elder care maze.  

Our attorneys have been ranked in statewide surveys to the Minnesota Super Lawyers list and named to the Minnesota Women Super Lawyers list by Minnesota Law Politics and Mpls.St. Paul Magazine.

Our goal is to serve our clients' legal needs with professionalism and compassion.



ISC Financial Advisors

7760 France Avenue South, #270, Minneapolis, MN 55435
Telephone: 952-835-1560
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Website: www.iscfinancialadvisors.com

QUESTION: How can you get your clients good honest advice?

ANSWER: Hire a Fiduciary Financial Planner who represents their best interests, not his own. Being a fiduciary Financial Planner means quite simply that my client's best interests always come first. My clients are my boss, I am not beholden to any banks or brokerage firms with competing interests.

Seniors that find financial planning worthwhile are often looking for improved financial security to provide a comfortable retirement. Meeting this goal isn’t always easy, the steps can be very complex, but it’s what I do for people everyday.

In addition I coordinate closely with other professionals involved in the care process. When you are aware of someone that may benefit from some strategies to meet their long term goals please keep me in mind as a valuable resource.

Tom Gartner, CFP®

 


Thatcher Law Firm PA

6201 Creek Valley Rd., Edina, MN 55439
Telephone: 952-270-8801
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http://www.thatcherlawfirm.com

Catherine R. (Cathy) Thatcher has over 30 years of experience in elder law, estate planning, probate, guardianships and conservatorships, and real estate.

Why should you choose Cathy?
  • Comprehensive, effective and innovative solutions to legal problems
  • Understands the complexities of family situations
  • Personalized attention and responsive to your needs
  • Expertise and experience in working with seniors and their families



Kris Pearson Realtor Senior Advisor

1300 Lagoon Ave. Ste. 250, Minneapolis, MN 55408
Telephone: 612-709-1304
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Website: http://krisapearson.yourkwagent.com

“On A Journey Home” represents our journeys through life. Each of us has a different journey. One of our greatest journeys is selling a home to move into a new home in a Senior Living Community. For each of us the expectation and process is unique. My goal is to appreciate your unique journey and to assist you along the way. A home is not a home because of its room dimensions or the color of the walls. It is about how you feel when you walk through the door. And the way you can envision a new journey unfolding there. A home means something different to each of us. This is about more than real estate. It is about your life and new beginnings.


Choice Connections-Lifestyle Options for Senior Living

Contact: Eunice Neubauer, Certified Senior Advisor for a free consultation.
Telephone: 952-687-1700 or 651-261-5379
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Website:
www.choiceconnections.com/twincitiessouth
Blog: www.agewiseassisted.com
Senior Options Referral Service
Serving the Twin Cities South Metro
Free personalized senior housing advice when living at home is no longer the best or preferred choice. We specialize in finding assisted living, memory care and independent living for seniors.

Making a move is difficult at any stage of life. As we age, there are now many senior housing and long term care options today. Choice Connections is a free referral service offering personalized advice for seniors and families. Let us

-simplify the process

-narrow options based on a holistic approach; mental, spiritual,social & physical well being

-set up tours on your behalf saving you time

-be your liaison, guiding you through the decision and transition process

In a health care crisis we can save you time and energy knowing what options might be best for you or your loved one when living at home isn't the best option. Or if you are a planner and wanting to make a choice and control where you move before a crisis, call 952-687-1700 and let us guide you through the best options for you to consider.

Testimonials: "She knew all ther ight questions and availability, we were able to get him (Dad) moved on short notice & he has done nothing but imporve and get healthier since" Susan B.

"Very quick to get together with us & get the process going. All the work was done for us. All we had to do was go & visit" Sandra R.

"It reduced my time and stress when I didn't know which way to turn. I needed help at a certain time and Eunice accomplished this for me...She fulfilled all my needs and there were many. " Nancy Z.

"Excellent. On time for appointments. Called when expected. Gave suggestions for different kinds of housing. Found the right housing for our circumstances." Jim- Mary B.



Thrivent Financial - Norberto Moran

701 Xenia Ave. S, Suite 550, Golden Valley, MN 55416
Telephone: 763-746-3138 or 952-486-1780
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Website: www.thrivent.com/fr/norberto.moran
Our practice focuses primarily on helping newly or soon-to-be retired people to ensure they do not run out of money in retirement and have a strategy in place to manage the unique risks they face. Our proprietary program optimizes our clients retirement income and ensures they can enjoy the retirement they envision.



Marta Beckett Homes

215 Walker Ave. S., Wayzata, MN 5535538791
Telephone: 612-840-1293
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http://www.martabecketthomes.com

Marta Beckett is a real estate consultant with Keller Williams Realty ready to help you transition to a smaller home or move into a retirement community.

We will support you through the moviing process and give you advice and direction on the complex network of senior services that are available for you.

Law Offices of Richard Jensen

8680 Grier Lane, Heron Suite, Eden Prairie, MN  55344
Telephone: 952-944-0406
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http://www.jenslaw.com

Estate Planning with a Business Background. Rick Jensen has been helping families for over 30 years. Wills, Trusts, Probate and elder law planning are some of the services he offers.

If you can teach me about your family, your goals and your wishes I can help you understand the law, and craft a plan that meets your goals.

I’m a proponent of revocable living trusts. For the right person, they are an outstanding choice for an estate plan. I also believe that planning for possible disability is a critical element of a sound estate plan.

I promise to make the process understandable, affordable and to keep you and your family’s wellbeing as the key element of the planning process.



Showhomes Minneapolis

6585 Edenvale Blvd., Suite 180
Eden Prairie, MN  55346
Telephone: 952-818-5055
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http://www.showhomesminneapolis.com
Showhomes is America’s largest home staging provider.  Professional home staging will help you sell your home faster while commanding the best possible price.

1.    We help seniors with caretaking of their homes if their home is vacant and on the market

Our Caretaking Service includes:
  • Catered Broker's open house to drive traffic
  • We furnish and stage the entire home.
  • No Monthly Fees
  • Our home managers will save you thousands in holding costs
  • Eliminate expensive vacant house insurance surcharges
  • We keep a watchful eye on your property after you have moved
  • Most of Homeowner's fee deferred till closing
2.    Our Home Makeover service allows our professional stagers to help de-clutter and stage the home to get it ready to go on the market.  We also can provide painting, carpet and granite services.
 


Edina Professionals Serving Seniors 2010