Elder Care Planning

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

The financial aspects of caring for an aging parent or family member are often more than most individuals can take on. When day-to-day tasks-bill paying, balancing a checkbook or responding to an emergency need such as home repairs or emergency medical expenses-become more than your loved one can handle, you can rest assured knowing that our elder care experts are here to take care of these things for you and for them.

We become a member of YOUR team, helping you to look out for the best interests of your loved one, and we report to you every step of the way.

Our services span the entire gap of financial needs, everything from day-to-day managing of the check book and general bill paying services to preparing an inventory of personal assets and investments.

Feel free to ask us about our services in…

    R
    Personal bookkeeping; including household bill payment, budgeting and records management.
    R

    Managing income receipts, deposits and disbursements.

    R

    Offering assistance and advice for dealing with unexpected household financial issues and emergencies.

    R

    Coordinating day-to-day financial transactions such as repair services, maintenance and medical expenses.

    R

    Identifying retirement needs and goals, as well as managing retirement account disbursements.

    R

    Help monitoring investment portfolios and working in conjunction with investment advisors to maintain assets.

    R

    Organizing and reviewing personal, financial, and legal documents to help assess what remains to be addressed.

    R

    Analyzing income and expenses to determine long-term financial goals and needs.

    R

    Providing answers to questions about social security, pensions, Medicare, insurance benefits and other concerns regarding elder well-being.

    R

    Tax preparation, filing, gifts, and estate taxes and planning services.

    R

    Referrals and connections to local service agencies and assistance services.

    It doesn’t matter if your loved one simply needs a little assistance to remain independent or substantial help managing their finances as they age, we provide services to cover the whole spectrum of elder needs.

    Contact us today for a FREE consultation.

    Senate Confirms Billy Long as New IRS Commissioner: A Challenge Amid Historic Cuts

    In a vote marked by partisan division, the U.S. Senate confirmed former Republican Congressman Billy Long as the new Commissioner of the Internal Revenue Service (IRS). The appointment comes as the agency faces the most severe budget cuts in decades, raising concerns...

    The IRS Faces the Largest Staff Reduction in Recent History

    Recent reports confirm that the US Internal Revenue Service (IRS) is preparing to implement the largest staff reduction in decades. According to internal documents obtained by multiple media outlets, the agency could lose up to 40% of its current workforce, leaving...

    IRS Tax Refund Schedule 2025: When to Expect Your Payment

    The IRS has started processing refunds for the 2024 tax year, with most taxpayers receiving their money within 21 days of filing. The average refund amount is approximately $2,825, based on last year’s data. More than 140 million tax returns are expected this season,...

    2025 Tax Reform: Comprehensive Guide to Upcoming Fiscal Changes

    The year 2025 marks a turning point in U.S. tax policy, with scheduled adjustments and potential reforms that every taxpayer should understand. This in-depth analysis will prepare you for upcoming changes and help you make smart financial decisions. The 2025 tax...

    IRS Maintains Interest Rates for the Third Quarter of 2025

    The United States Internal Revenue Service (IRS) has announced that interest rates for the third quarter of 2025 will remain unchanged. Starting July 1, the rates for overpayments and underpayments will continue at 7% for individuals. The IRS adjusts its interest...

    2025 Tax Refunds: Amounts Increase But Fewer Recipients

    The Internal Revenue Service (IRS) has released important data about this year's tax filing season, revealing a notable trend: while refund amounts have increased, fewer taxpayers are receiving these payments. The latest figures show the average refund has grown by...

    Reinventing Your Business: When and Why to Change the Legal Structure

    A business' growth isn't just measured in sales or employees, but also in its ability to adapt. Many entrepreneurs eventually discover that the legal structure they initially chose no longer fits, or worse, creates unnecessary obstacles. In today's dynamic business...

    SEP IRA Strategies to Reduce Taxes in 2025

    For business owners and independent professionals, strategic tax planning is an essential component of maximizing income and ensuring a stable financial future. One of the most effective tools available in 2025 is the Simplified Employee Pension Individual Retirement...

    High Alert for Tax Scams: IRS Reveals Most Dangerous Tactics for 2025

    As tax season approaches, the Internal Revenue Service (IRS) has issued an urgent warning about new tax fraud and tax scams schemes featured in its annual "Dirty Dozen" list. This year, scammers have refined tactics ranging from social engineering to large-scale...

    Leave Paper Behind: 5 Free Apps to Manage Receipts on Your iPhone

    Tired of losing receipts or shuffling through piles of paper when you need one? Transform your iPhone into a professional scanner with these free apps that will help you organize your expenses and prepare for tax season. Digitizing your receipts allows you to go...

    Ready to come in for an appointment?

    Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

    Contact Us