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Elder Care

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Growing older is a part of life, but as your cherished family member ages, they may need assistance with day-to-day financial tasks. What used to be simple duties such as balancing a checkbook and paying household bills can become increasingly difficult for the elderly.

Taking care of their day-to-day financial tasks yourself may be an option if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

When you choose A 2 Z Business and Tax to assist with the care of your loved one, you receive the help of a kind, honest, and knowledgeable professional. Someone on your team, looking out for your family member's best interests, just as you are.

Your loved ones get assistance with their daily finances and business duties, and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their life, you receive assistance in all of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

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