Elder Care Services
It’s good to know professional management of financial affairs and medical recordkeeping often called Elder Care is just a phone call away. When a family member requires special assistance, Contact Us to learn how we can make life easier.
- Investment asset management – statements are summarized to report status of income and expenses
- Health care – we pay medical bills, process Medicare and insurance claims, and coordinate home health care
- Tax return assistance – we collect information for your tax preparer
- Estate coordination and settlement – we make sure wills are current, funeral arrangement are made, final expenses are paid, and assets are distributed
- Bill paying service – we pay bills and other expenses on your behalf