Senior Citizen Financial and Legal Resources

Listed a few resources related to financial and legal issues. Having a well thought out living will and will can be very valuable to making a families decisions easier.

Topic Resource Description
Power of Attorney and Advice Allegheny County Medical Society – Living Will and Healthcare Power of Attorney 412-321-5030

You can download a Living Will and Healthcare Power of Attorney form that explains end of life medical treatment options and includes a legal form to indicate what treatment to provide or withdraw.

The Elder Law Project 412-255-6700

Free legal assistance to those 60 years or older that are experiencing an economic or social need. Program services include telephone advice, clinics, referrals, community education and representation before administrative bodies and in court.

AARP Legal Services Network Offers a free initial consultation with a local attorney approved by AARP. For other services, you can receive a 20% reduction in fees. Basic services, including simple wills, power of attorney, and living wills, are available at special flat rate.
Allegheny County Bar Association Lawyer Referral 412-262-5555

Provides a half-hour consultation with an attorney for $20. After that consultation, a referral will be made to a member of the Allegheny County Bar Association for legal advice at normal rates.

Consumer / Senior Advocacy Agency on Aging – Ombudsman Program 412-350-5460

The program advocates for nursing home and personal care home residents, helping them to resolve problems related to their right and quality of care.

Office of Consumer Advocate 800-684-6560

Assists consumers who have incurred problems with utilities.

Department of State Bureau of Charitable Organizations 800-732-0999

Individuals who are solicited by charitable organizations can call to inquire if a charity is registered.

Tax Preparation Assistance Volunteer Tax Preparer 800-829-1040

The IRS trains volunteers for two programs: VITA (Volunteer Income Tax Assistance) and TCE (Tax Counseling for the Elderly). Volunteers help elderly, low income, disabled or house bound taxpayers complete federal, state and local tax returns. Sessions take place in the local community form mid-January through April 15.

AARP Tax-Aide Free service to people of middle and lower income. Between February 1 and April 15, volunteers help prepare tax returns in senior centers, libraries and malls.
Property Tax Relief / Rent Rebate Allegheny County Senior Citizen Tax Relief Program 866-282-8297

Those who are 60+, owned a residence for the last 10 years in Allegheny County and have an income less than $30,000 are entitled to a discount on property taxes.

Property Tax / Rent Rebate Program 888-728-2937

Qualified seniors can be reimbursed $500 a year for property taxes or rent. Those 65+ or widowed and 50+ with an income of $15,000 who own a home, rented or were in a nursing home may be eligible.

Social Security Social Security Administration 800-772-1213

You can apply for benefits online, get information on various situations, report a death, etc.