Elder Care Planning
Finally… Worry Free Financial Management for Your Aging Parent or Family Member.
The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, our financial support team is here to help take care of these things for you and for them.
We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.
Our services cover a wide range of daily and ongoing financial administrative needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.
Feel free to ask us about our services in…
- Personal bookkeeping; including household bill payment, budgeting and records management.
- Managing income receipts, deposits and disbursements.
- Offering assistance and advice for dealing with unexpected household financial issues and emergencies.
- Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.
- Identifying retirement needs and goals, as well as coordinating and tracking required retirement account distributions.
- Collaborating with your licensed investment advisors to align recordkeeping and tax strategy.
- Organizing personal and financial records to help you prepare for discussions with your estate planning attorney.
- Analyzing income and expenses to determine long-term financial goals and needs.
- Helping you understand the financial and tax implications of Social Security, pensions, and public benefits.
- Tax preparation, filing, gifts, and estate taxes and planning services.
- Referrals and connections to local service agencies and assistance services.
It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover a full range of day-to-day elder financial management needs. Contact us today for a FREE consultation.
Let Us Help:
Ready to come in for an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!