| Asset Management and Protection |
- Cash management, budgeting and financial plans
- Retirement benefits and planning
- Trust, estate and gift planning
- Advance directives
- Insurance-long-term care,
Medigap, viatical settlements, liability,
asset protection
- Receiving, depositing, and accounting for income
- Paying household bills, including salaries of caregivers
- Medical claims management
- Conducting routine financial transactions
- Arranging for unusual expenditures, such as repairs and
maintenance
- Investment analysis and monitoring
|
| Personal Care Management |
- Personal care plans and living environment assessments
- Counseling, advocacy, and support
- Entitlement programs
- Periodic or full time care coordination
- Crisis prevention and intervention
- Alternative communities or housing including relocation assistance
- Hiring and supervision of in-home custodial caregivers
- Geriatrician referrals
- Arranging for personal services, transportation and social activities
- Support, direction and education for family members
|
| 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. |
- Performance measurement
- Reviewing financial controls and transactions
- Inspecting logs, diaries, or other evidence of caregivers through
periodic visits
- Reviewing brokers' statements and financial data
- Inventorying household items and performing periodic inspections
- Evaluating home or other facilities and healthcare services
- Reviewing risk of fraud and conducting abuse inspections
- Provide inventory of services available in the community
|
For more information about our eldercare services, contact 
