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, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your parents or grandparents best interest.
Your loved ones get 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 recordkeeping.
- Assistance with check writing and checkbook balancing. Reconciling checking accounts.
- Making sure money is received, receipted, and deposited. Providing you with a monthly accounting of financial transactions. Being available to handle day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
- Discussing retirement account distributions with you and safeguarding against improper disbursements.
- Preparing and maintaining an inventory of personal assets and investments.
- 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 portfolio and other assets in conjunction with their investment advisor.
- Preparing, planning and filing income, trust, gift and estate tax.
