Elder Services

Eldercare Consulting Services

Help is available to plan for the effects of aging;

* Alternative costs of retirement communities and other housing.
* Death or disability of one or both spouses.
* Declining competency.
* Estate planning.
* Housing and care alternatives.
* Housing and support service needs.
* Services available in the community.

Help is available to evaluate your health care financing options:

* Annuities, Medicare, and Medicaid.
* Flexible spending accounts.
* HMOs.
* Long Term Care insurance.
* Medigap insurance. 
* Reverse mortgages.
* Sale/lease back of home.

Help is available to help you understand fiduciary issues:

* Advanced medical directives.
* Financial power of attorney.
* Guardianship.
* Living Wills.
* Surrogate designation,
* Trusteeship.

Help is available facilitating family interaction:

* Act as a "go-between" between parent and child.
* Mediate/arbitrate family disputes.
*Provide objectivity for highly emotion issues.

Help is available coordinating your team of advisors:

*Paul and Doris will work with your team of health care, legal and other professionals.

Help is available to confer with others involved with your care:

* Communicate expectations to care providers.
* Help family monitor care.
* Establish performance measurement systems. * Establish standards of care expected.

Eldercare Assurance Services

Help is available to measure performance: 

* Audit third-party calculations, such as pensions, insurance and annuity payouts.
* Review and report on financial transactions.
* Review investment and trust activity.
* Review reports from fiduciaries.
* Test for asserters adherence to established criteria.
* Evaluate and report on the performance of other outside parties, such as contractors.
* Measure and report on care provider performance against established goals.

Help is available though financial services that we perform:

* Confirm accuracy of provider bills and appropriate reimbursements.
* Ensure expected revenues are received.
* Make appropriate disbursements.
* Manage investment portfolio.
* Prepare employment tax returns for caregivers and other household help.
* Protect elderly by controlling checkbook and other assets.
* Provide gift tax preparation.
* Provide income tax planning and return preparation.
* Receive, deposit and account for client receipts.
* Submit claims to insurance companies.
* Arrange for transportation, housekeeping and other services.
* Manage real estate and other property.

We are able to help you with Guardianship

If you have relatives who are unable to care for themselves and make their own decisions, we can assist your loved ones by helping you understand and initiate a Guardianship.