The expanding population of seniors in the US require traditional planning services, as well as care and assistance in living in their own homes or in institutional care homes. Adult children are not always capable of providing this care due to various reasons, including time constraints and geographic distances between them and their parents or other relatives. In addition, the government has no obligation to fulfill these duties.

Services provided:

• Conduct an initial needs assessment interview.
• Evaluate community resources and services including home health care providers.
• Organize key documents, such as wills, living wills, trust documents, insurance policies.
• Monitor receipt of and account for expected income.
• Pay bills after reviewing for accuracy.
• Review monthly investment statements.
• Prepare and file medical/insurance claims.
• Prepare tax returns for income, gifts and estates.
• Submit monthly reports summarizing all financial transactions.

Services will be individually customized to meet the specific needs of a client. A strategy will be developed after an initial, in-depth consultation with the client and family, if desired.

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