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My 98-year old grandfather referred to himself as a super-senior and often requested an additional discount positing that his advanced age entitled him to greater benefits than "youngsters" (and mere mortals) were routinely offered. Sure enough! Opa routinely enjoyed another 10% discount on items and services already discounted for seniors above the age of 55, 60, 62 or 65 [depending on where the count started]. He proved that it never hurt to ask.
Flags You can learn a lot from seniors. And with a large portion of my clientele well over the age of 65 [75, 85, even 95], I have had plenty of opportunity to learn. This page is my way of returning the favor by sharing my specialized expertise about "all things old" with others.

Read about my credentials and services and then contact me for a free initial consultation.

Satisfied clients have said:
"I'm very grateful for your friendship with my parents and for your expert counsel to them, as I know they are. It was great to confirm that the high opinion they have of you is well deserved!"

"Mom was right: You're the best!"

"Going to celebrate a client's 100th birthday? Wow, your clients must really love you to stick around that long!"

This Office Promises You:
  • Professional expertise
  • Personal attention
  • Year-round service
  • Confidentiality

Senior Issues

Although I am a general practitioner, I concentrate my efforts on seniors who have come to adopt me as their professional advisor and "granddaughter". In fact, much of my practice is devoted to eldercare assurance services, ranging from tax and estate planning advice to trusteeships and even conservatorships. However, in all cases it is my goal to help seniors maintain their independence and self-sufficiency as best and as long as possible.

  • Oh, those quirky seniors!

    • Save Your Tax Data
    • Married Filing Jointly
    • Celebrating a centennial

    • Lucille is utterly unconcerned about her age and what may soon (?) come. For years, I’ve tried unsuccessfully to encourage her to write a will, especially since she has a complicated family situation with no direct descendants. This year, Lucille proudly told me she was 103 years old. When I once again suggested that she draft a will, she calmly explained, “I have time. Scientists have determined that I'll live until…I die.”

Disclaimer: The information contained herein should not be used in any actual transaction without the advice and guidance of a professional tax advisor who is familiar with all of the relevant facts of your personal situation since the information is general in nature and not intended as legal, tax or investment advice but is merely educational. Furthermore, the information contained herein may not be applicable to or suitable for an individual's specific circumstances or needs and may require consideration of other matters. To ensure compliance with certain U.S. Treasury Regulations note that, unless expressly indicated otherwise, any advice in this website relating to any federal or state tax issue is not intended or written to be used and cannot be used by any person for the purpose of avoiding any federal tax penalties. Monica Haven assumes no obligation to inform any person of any changes in the tax law or other factors that could affect the information contained herein. And Monica Haven does not offer legal advice or services in any jurisdiction in which she is not licensed; nothing herein should be interpreted as the creation of a fiduciary or client/attorney relationship. This website is not intended for use by viewers in any state in which the site may fail to comply with the regulatory and ethical restrictions imposed by that state.