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Eldercare |
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Professional Accounting
offers a range of eldercare and retirement planning services
to seniors and their families. We provide, or coordinate with
other professionals, a "family office" for collecting
and assessing the information needed to develop, implement,
and monitor and eldercare plan. Centralized quality services
enhance peace of mind for those who are no longer able to
be totally independent.
Services we offer include:
Asset Management and Protection |
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Cash management, budgeting
and financial plans |
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Retirement benefits and planning |
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Trust, estate and gift planning |
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Advance directives |
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Insurance-long-term care, Medigap, viatical
settlements, liability, asset protection |
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Receiving, depositing, and accounting
for income |
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Paying household bills, including salaries
of caregivers |
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Medical claims management |
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Conducting routine financial transactions |
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Investment analysis and monitoring |
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Personal Care Management |
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Personal care plans and living
environment assessments |
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Counseling, advocacy, and support |
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Entitlement programs |
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Periodic or full time care coordination |
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Crisis prevention and intervention |
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Alternative communities or housing including
relocation assistance |
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Hiring and supervision of in-home custodial
caregivers |
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Geriatrician referrals |
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Arranging for personal services, transportation
and social activities |
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Support, direction and education for
family members |
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Assurance Services
Our assurance services provide an independent and objective
report on financial and personal care information. The purpose
is assurance to the family, or other concerned third parties,
that the needs of the elderly are being met. |
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Performance measurement |
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Reviewing financial controls and transactions |
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Inspecting logs, diaries, or other evidence
of caregivers through periodic visits |
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Reviewing brokers' statements and financial
data |
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Inventorying household items and performing
periodic inspections |
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Evaluating home or other facilities and
healthcare services |
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Reviewing risk of fraud and conducting
abuse inspections |
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Provide inventory of services available
in the community |
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