The accounting profession is about Integrity, expertise, accountability and confidentiality. I do not sell investments. These services become another part of planning your financial future and realizing the tax implications of choices you make.
Elder care planning services are for both the senior clients and their children (as caregivers) and can provide the resources, strategies, and solutions to assist them in addressing the issues of long-term care. I have built a network of professionals with knowledge and experience including elder law planning attorneys, retirement communities, care managers, and other senior care professionals to assist you.
Issues associated with long term care which I address may include but are not limited to income tax issues, estate planning issues, evaluation of healthcare financing options, analyzing and monitoring income and expenses, and protecting family wealth. I have been involved with this process and have been working through these exact issues with my family.