Elder Care
We have seen a number of circumstances where the
finances of an older person have become too complex for them to
handle. We have also seen cases where someone, a third party care-
or service-provider or even a family member takes advantage of
the older person and transfers significant money from their accounts.
Problems seem to be most common when some, or all, of the elder
person's immediate family are located in another town. The elder
person tends to want to maintain their independence, and the remote
family members often seem to want to believe everything is fine
until they are faced with chaotic financial circumstances or worse.
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We developed the ElderCare Accounting services to
address these issues.
- Accounting Services- These services are built around the
M.H.Garelick Business Management Inc. online services. These
tools allow us to create the exact services to fit an individuals'
or families' circumstances. With the web-based tools, we can
create a process where remote family members have access to
information about an elder person's accounts or even have
control over disbursements from the accounts.
- Financial Planning and Coordination Services- These services
provide a team approach to not only developing and monitoring
a financial plan, but also coordinating the investments that
are part of the implementation of the plan.
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