Elder Care

As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

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

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get advice on how to handle the following issues:

  • 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.

Name
E-mail
Phone Number
Best time to call
Comments

Get In Touch

At Dale W Bender CPA, we've been serving the accounting needs of Bakersfield, CA and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Dale W Bender CPA

6501 Schirra Court Suite 101,
Bakersfield, CA 93313
PO Box 9474, 93389
T: (661)325-5711
E: info@dalewbendercpa.com

Connect

LinkedIn 

© 2021

Search  Site Map  Privacy Policy  Disclaimer
Back to top

Get In Touch

Client Portal Login

Subscribe to our Newsletter