Elder Care

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly and frail.

You could take care of their day-to-day financial tasks yourself, if you had the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our elder care services, you get the help of a caring, honest, knowledgeable professional experienced with the elderly and frail. Someone on your team, looking out for your parents or grandparents best interest.

Your loved ones receive assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...

• Reviewing and paying household bills, budgeting, and record keeping.
  
• Assistance with check writing and checkbook balancing.
  
• Making sure money is received, receipted, and deposited.
  
• Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  
• Planning retirement account distributions.
  
• Preparing an inventory of personal assets and investments.
  
• Determining current and long-term cash flow needs by analyzing income and expenses.
• Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  
• Preparing, planning and filing income, trust, gift and estate tax.
  
• Providing referrals to local services and agencies.
  
• Providing Fiscal Agent services helping them employ their own supportive home and personal caregivers in their home.  See Fiscal Agent for more detail.