Elder care and senior living don’t have to entail concern when addressing financial responsibilities.

We understand the challenges and stress in dealing with individual and business financial affairs in one’s senior years. Our client service professionals work to lessen the burden and worry. As needs vary, we plan, tailor and set up a system to help a client manage their affairs or assist another family member or aging adult in taking care of their financial requirements. We can address:

• Financial advisory services, such as bill payment, check writing, automatic electronic payments
• Accounting for financial resources, such as bank reconciliations and help executing financial transactions
• Asset preservation and protection services
• Preparation of payroll and payroll tax returns for household staff
• Trust and estate administration assistance
• Tax preparation
• Communication with off-site family members or others

We also make referrals and coordinate our services with other professionals concerning:

• Will development
• Long term care
• Home safety evaluations
• Power of attorney assignment
• Trust creation
• Other assessments around individual need

Our firm is a charter member of ElderCare Matters® which is a national alliance of qualified, caring professionals with experience in providing Elder Care services to seniors and their families.