[Hidden-tech] Request: Referral for Elderly/Estate/Asset protection professional

Mark Kurber mkurber22 at gmail.com
Thu Oct 4 17:46:46 EDT 2012

Hi Adam,

One of the foremost experts, locally, and a fellow member of the Pioneer
Valley Estate Planning Council:

*Albert Gordon,*

1350 Main Street.

Suite #1003

Springfield, MA 01103



Best regards, *Mark H. Kurber*
Financial Planner
c: 413-441-5101
e: mkurber at financialguide.com

On Thu, Oct 4, 2012 at 10:17 AM, Adam Bauer <adam at dharmaboutique.com> wrote:

>    ** Be sure to fill out the survey/skills inventory in the member's area.
>    ** If you did, we all thank you.
> Hi HT'ers,
> I am seeking a professional referral for someone who can advise me and my
> family on matters relating to my aging mother's care, especially in regards
> to asset protection. She has encroaching dementia and there is concern
> about meeting her long-term personal and health care needs without driving
> her into the poor house. Her upcoming divorce is meaning that we need to
> re-consider her situation in a comprehensive way.
> She is happy with her current estate planner, but they do not deal with
> these kind of asset protection matters and referred me to someone in Boston
> with whom I will speak soon.
> I thought this group would very likely have some collective wisdom about
> this difficult and important phase of life and resources for effective
> planning and execution of any necessary steps.
> Any tips on great people to help with this kind of late-stage life and
> asset-protection planning?
> Many thanks,
> Adam
>       DharmaBoutique.com
> Sensual & Sacred Treasures
> राम राम
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