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Free, volunteer-run tax assistance program available to all taxpayers with low to moderate income. Program administered through the AARP Foundation in cooperation with the IRS. Site lists available at Senior Centers.
Fiduciary services include assistance with household money management; service as POA, trustee, conservator or estate administrator; and financial planning for care needs. We offer comprehensive evaluations, care coordination, and resource connections. 30 years serving Oregonians.
As some people age, or become mentally or physically impaired, they may need professional help to protect them and ensure they are properly cared for. We provide help in the form of conservatorship, guardianship, health care power of attorney and trustee services.
Helps you with your federal forms. Call for the nearest volunteer income tax assistance site. Bring returns or income transcripts for proof of income.
People want to enjoy their best years. I help them with strategies designed to make their assets last in retirement and making estate considerations and inheritance stress-free for loved ones. Call for a complimentary, pressure-free consultation to see what options and strategies are good for you. Edward Jones Member SIPC
Co-owners Jackie Fosback and Giselle Fuller have many years of experience providing financial and health advocacy. They are passionate about patient rights and both are nationally certified guardians. Our goal is to serve all your care management and fiduciary needs.
Taxpayer assistance, income tax information, refunds and forms.
Qualified senior and disabled homeowners may defer paying property taxes on their residence. Application must be filed with Lane County Assessor's office first and then they are reviewed by the Oregon Department of Revenue.
Need help with life's paperwork? Sapphire Resources' fiduciaries can serve as your current or future Attorneys-in-Fact, Trustees, and/or Personal Representatives. We coordinate with local professionals and community resources to promptly and compassionately address the unique needs of each client, without conflict of interest. Call for a free consultation.
Seniors and adults with disabilities are screened for available medical and food assistance including: Supplemental Nutrition Assistance Program (SNAP, formerly Food Stamps); Oregon Health Plan/Medicaid; Qualified Medicare Beneficiary (QMB); and Special Medicare Beneficiary Program (SMB).
Seniors and adults with disabilities are screened for available medical and food assistance including: Supplemental Nutrition Assistance Program (SNAP, formerly Food Stamps); Oregon Health Plan/Medicaid; Qualified Medicare Beneficiary (QMB); and Special Medicare Beneficiary Program (SMB).
Seniors and adults with disabilities are screened for available medical and food assistance including: Supplemental Nutrition Assistance Program (SNAP, formerly Food Stamps); Oregon Health Plan/Medicaid; Qualified Medicare Beneficiary (QMB); and Special Medicare Beneficiary Program (SMB).
A retired beneficiary and spouse may receive full benefits if they apply at full retirement age. Persons applying at 62 receive reduced monthly payments. Surviving spouse is eligible for benefits at age 60, or at 50 if disabled. Direct deposit of Social Security checks can be arranged by phone.
Homeowners 55+, eliminate your monthly mortgage payments with a Reverse Mortgage. Increase cash flow with no monthly mortgage payments required. Expand your retirement plans. A home equity line of credit can be used to increase your retirement financial options. Free prequalification. A Reverse Mortgage could change your life.
A Federal program that pays monthly checks to people 65+, disabled, blind, and who have limited income and assets. If you are eligible for SSI, you may then apply for Oregon Health Plan/Medicaid (medical assistance) at Senior & Disability Services, a division of LCOG; call 541-682-3353 for details.
