Legal and Financial Resources
Many seniors have questions about legal documents, elder law attorneys, and financial services available to assist them with planning for the future.
- Elder law attorneys
- – Lawyers who are specifically educated to handle a broad aspect of seniors’ legal needs are called elder law attorneys. They often assist their clients with estate planning, wills, guardianship, planning for retirement or long-term health care planning.
- – Guardianship is a legal process by which a professional person is court-appointed to represent someone who is unable to handle their own personal interests and does not have a responsible, trusted person to do so, such as a power of attorney. Guardianship happens for a variety of reasons, such as when the person has no family to help or their caregiver has exploited or abused them. Court appointed guardians act on behalf of the person and are involved with handling their housing, medical treatment and finances. Since guardianship often removes many rights of the individual, it is often considered only after alternative routes are proven to be ineffective interventions.
- Power of attorney
- – This defines a person (or persons) that you name to act on your behalf to handle your finances or property. Many people also name their power of attorney as their health care proxy or medical power of attorney.
- – A Will is a legal document that outlines how you want your estate, including property and belongings, to be distributed after your death; it is possible to write your will yourself, however, most people choose to have an attorney’s assistance to avoid any legal mistakes.
Healthy Aging Program
The Healthy Aging Program at Atlantic Health System suggests the following helpful resources to assist seniors with legal and financial needs:
- American Association of Daily Money Managers
This national association provides a directory of member daily money managers to help seniors with bill paying, document organization and record keeping.
- AARP Tax-Aide
- American Bar Association
- Community Health Law Project
- Friend Advocate Program – Jewish Family Service of Central New Jersey
- Legal Services of New Jersey
- Morris County Bar Association Lawyer Referral Service
Provides a Reduced Fee Referral Program for individuals in Morris and Sussex counties who do not qualify for legal services and/or the Public Defender but who cannot afford to hire an attorney. Individuals who meet the income requirements for the program will be referred to an attorney who may represent them at a reduced rate.
- National Academy of Elder Law Attorneys, Inc. (NAELA)
- National Guardianship Association, Inc.
- Somerset County Bar Association Lawyer Referral Service
- Somerset County Office of Volunteer Services
Money MAP (Management Assistance Program) uses trained, supervised, and screened volunteers to provide money management and bill payer assistance to older adults in Somerset County who are either unable to manage their own financial affairs or who just need some help keeping track of financial matters and paying routine bills.
- Union County Bar Association Lawyer Referral Service
- Warren County Division of Aging & Disability Services
Money MAP (Management Assistance Program) uses trained, supervised, and screened volunteers to provide money management and bill payer assistance to older adults in Warren County who are either unable to manage their own financial affairs or who just need some help keeping track of financial matters and paying routine bills.
- Volunteer Income Tax Assistance (VITA)
Program offers free tax assistance and preparation services to taxpayers with low to moderate incomes, individuals with disabilities and non-English speaking taxpayers. VITA also offers filing assistance for federal and State Earned Income Tax Credits (EITC) for those who qualify.
Find a VITA site near you by calling the IRS at 1-800-906-9887
- New Jersey State Bar Association
Offers linkage to individual NJ County Bar Association’s Lawyer Referral Service.
- National Council on Aging
Provides information about economic security for seniors, including tips on budgeting, managing debt and avoiding scams. Website offers an Elder Index tool that outlines the cost of aging in your geographic area.
- Hunterdon County Division of Senior, Disabilities and Veterans Services
The Money Management Program uses trained, supervised, and screened volunteers to provide money management and bill payer assistance to older adults in Hunterdon County who are either unable to manage their own financial affairs or who just need some help keeping track of financial matters and paying routine bills.
Geriatric Assessment Center
David and Joan Powell Center for Healthy Aging
Morristown Medical Center Outpatient Medicine
435 South Street
Morristown, NJ 07960
- Email Us
- Monday through Friday, 8:00am to 4:00pm
- Morristown Medical Center Outpatient Medicine