As individuals age, it may become apparent that they need a little more help on a day-to-day basis. Maybe it's help getting to the grocery store or paying bills. Perhaps increasing medical needs cause concern about how much longer they will be able to remain at home, even though that is their greatest wish. And because family members often live far away or have too many demands from their own lives, providing assistance may be difficult.
Why use a CPA?
Life Management is a new service that enables us - your CPAs - to help you or your loved ones continue living independently with assistance. While there are many types of service providers available, our reputation for independence, objectivity, and integrity gives you and your loved ones a higher level of assurance that the appropriate professional services are being provided.
Our Life Management Service helps you or your loved ones to continue living independently with assistance. Our reputation for objectivity and integrity assures you that the appropriate services are being provided.
- Serving as a Trustee, Power of Attorney, Conservator or Executor.
- Preparing Inheritance and Gift Tax Returns.
- Handling routine financial transactions.
- Supervising household expenditures.
- Filing tax forms for in-home care providers.
- Arranging housekeeping, yard and other maintenance services.
- Coordinating, overseeing and making recommendations for health care expenses and long-term care.
- Ensuring that all health care and retirement benefits are being received.
- Filing and follow-up on Medicare and other insurance claims.
- Reporting to family members about the quality of care being provided.
- Managing the Family Business Office.
Whether you need help in one or several areas, we can guide you in how to best meet these needs and advise you about community resources and products available. Then, after evaluation, we can help you estimate the cost of these needed products and services.
After considering both your needs and the resources available, we can help you develop a program that is appropriate for the situation.
The Cost of Life Management Services
Fees for our services will be based on the amount of time required providing the services. Working together, we can determine the services to be provided and the fee arrangement. We will then prepare an engagement letter for your signature. If additional services are desired, we will be happy to so accommodate.