Senior Transitions · Guide No. 06
Resources & local partners
The vetted specialists Tapley connects families to, so no one has to find them alone.
Senior transitions touch so much more than real estate: placement, taxes, legal documents, care, and a hundred practical details in between. Tapley keeps a short, trusted list of local specialists she connects families to, so the family does not have to find, vet, and coordinate them alone. She matches each family to the right specialist for its particular situation and stays connected through the whole process.
Partner No. 01
Assisted Living Locators Charleston
Senior placement and assisted living guidance
When a parent needs more support than a family can provide at home, Assisted Living Locators helps families understand senior housing and care options and find the right fit for their needs. Tapley brings them in whenever placement or care support is part of the transition.
charleston.assistedlivinglocators.comPartner No. 02
The Clem Collaborative
Financial planning and tax strategy
When a home sale has tax questions attached, from capital gains to planning for care costs and passing assets to heirs, The Clem Collaborative helps families think through the numbers. Tapley connects families here whenever a sale, retirement, or inheritance question is really a tax question.
clemcollaborative.comPartner No. 03
Rutledge & Coxe, LLC
Estate planning and trusts
Wills, trusts, powers of attorney, and the documents that decide how a home and other property pass to heirs. Tapley connects families here whenever a home sale or transfer should be paired with a legal plan that protects the family for decades.
rclaw.comNot sure which specialist you need? Start with Tapley. One call is enough for her to listen to the situation, point you to the right expert on this list, and make the introduction. She also stays on the team through the sale or the move, so the real-estate pieces and the specialist pieces stay coordinated.
The partners listed above are independent businesses and are referred because of the quality of their work. The guides on this site are general information for homeowners; they are not legal, tax, or financial advice, and every family's situation is different.
Bring Tapley a question
Whether it is a parent's house, your own next chapter, or a resource you cannot find, the conversation is handled with care and complete confidentiality.