Elder Care Planning Services
With the passage of time, managing a variety of day-to-day financial tasks and transactions can become difficult for elderly family members. We understand the importance of knowing that your elderly family member’s financial planning and management needs are always met. That’s why we provide a range of thorough and reliable elder care planning services that include everything from household bill management to retirement account distributions oversight, ensuring your complete peace of mind.
Our Elder Care Planning Services Include:
- Management of all household bills
- Budgeting and record-keeping
- Checkbook balancing services
- Ensuring the receipt and depositing of funds
- Home visits
- Advisory services on a range of household and unexpected matters
- Management of routine financial tasks and payments ranging from home repairs to unforeseen medical expenditures
- Retirement account distribution planning services
- Oversight services offering protection against improper disbursements
- Organization, review and thorough analysis of personal, legal and financial documentation in order to identify issues requiring action
- Review of personal assets and investments and preparation of a personal inventory
- In-depth analysis of retirement income and preparation of a retirement plan addressing current and future needs and goals
- Identification of current cash flow needs and forecasting of long-term requirements, based on analysis of income and expenses
- Managing Social Security, Medicare, pensions, veteran’s benefits and long-term insurance matters
- Evaluation of options for healthcare financing
- Working in tandem with their investment advisor to provide oversight of investment portfolio and assets
- Provision of complete tax solutions including the planning, preparation and filing of income tax, gift and estate tax and trust tax
- Provision of local referrals
Contact us today to learn more about how our elder care planning services can ensure your elderly family member’s financial freedom and stability into the future.