You could take care of their day-to-day financial tasks yourself, if you have 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, we provide the help of a caring, honest and knowledgeable professional. We become part of your team, looking out for your parents' or grandparents' best interests.
With our elder care services, we help your loved ones get assistance with their daily finances and business duties. We keep you apprised of our efforts so that you always know that your family members' needs are being met.
Whether your loved ones are no longer able to live independently or simply need extra help to enjoy their lives, we provide the following services...
- Reviewing and paying household bills, budgeting and record keeping.
- Assistance with check writing and checkbook balancing.
- Making sure money is received, receipted, and deposited.
- Offering second opinions regarding household issues and unexpected situations.
- Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
- Planning retirement account distributions and safeguarding against improper disbursements.
- Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
- Preparing an inventory of personal assets and investments.
- Identifying and planning their retirement income, needs, and goals.
- Determining current and long-term cash flow needs by analyzing income and expenses.
- Addressing questions about lifestyle, Social Security, pensions, Medicare and long-term insurance.
- Monitoring investment portfolios and other assets in conjunction with their investment advisors.
- Preparing, planning and filing income, trust, gift and estate taxes.
- Providing referrals to local services and agencies.
- Arranging the proper level of care, transportation and caregiver assessment.
