Who we are:
Caring, sensitive, and capable service providers to the elderly, people with disabilities, and career professionals. We serve clients who are unable to take care of, or need help with, their personal business and day-to-day money management activities. We interact with accountants, attorneys, investment advisors, medical service providers, and healthcare and social service organizations.
What we do:
Cash Management/Banking
Organize and maintain filing system • Open, review and respond to mail • Organize bills for payment and contact vendors when necessary • Prepare checks, make bank deposits, arrange for direct deposit and transfers, and reconcile bank statements • Utilize accounting software (Quicken, Quickbooks) to catagorize income and expenses
Income Taxes
Income tax planning to maximize deductions and minimize expenses •
Organize information for current and delinquent tax returns and monitor estimated tax payments • Determine cost basis of securities on dividend reinvestment plans
Medical and Insurance Activities
Prepare inventory and evaluate health, life, LTC, homeowners’, auto, excess and disability insurance plans •
Prepare and track medical insurance claims and problem resolution
Estate matters
Assist executor in estate administration • Inventory assets and liabilities •
File for life insurance proceeds, social security survivor benefits, pensions, and annuities •
Estate liquidation and household downsizing
Geriatric Care Management and Social Support Services
Community referrals and liaison between professionals and client and client and family •
Locate and evaluate home services and eldercare residences
Investment activities
Computerize, inventory, and update investment portfolio •
Prepare interest, dividend and capital gains data for income tax returns
Real Estate Holdings
Manage residential and rental properties •
Monitor mortgage and real estate tax payments
Professional Associations:
American Association of Daily Money Managers
ElderCare Matters - A resource to help families across America plan for and deal with the issues of aging.
American Institute of Professional Bookkeepers
Alliance of Claims Assistance Professionals
National Association of Professional Organizers
Health Insurance Information Counseling Assistance Program
AARP Tax Aide
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