With Bodine Perry?s elder care services, you get the help of a caring, honest and
knowledgeable professional. Someone on your team, looking out for your parents
or grandparents best interest.
Your loved ones will receive 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 lives, you get help in any 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.
