Your Elder's Financial Well Being: Accountable Aging Completes the Circle to Provide Family-wide Peace of Mind
Protecting an elder's financial well being can include such straightforward (but often overlooked) tasks as ensuring the bills are paid, as well as the more complex tasks of fully utilizing the government and private programs to which the elder is entitled.
Accountable Aging can assist with or take over the elder's responsibilities in the following areas:
We Protect and Control Assets
- Pay your elder's bills
- Review and reconcile bank and credit card statements
- Work with lenders to resolve credit problems or issues
- Monitor income and review spending patterns
- Prepare tax returns
- Reconcile Medicare and Medigap remittance records from insurer
- Review other insurance claims and reimbursements
We Simplify Access to Social Security, Medicare, Medicaid and Medigap
- Clarify benefit programs and qualification issues
- Assist with benefit claims, applications and processing
We Evaluate and Plan Long-Term Care Costs
- Review insurance needs, coverage and beneficiary designations
- Guide the selection process for long-term care and Medigap
- Evaluate insurance coverage including medical, life, disability and property
- Review the cost-value of residence options and provide recommendations
- Develop budget
- Assist with records gathering and organization
- Prepare applications for home equity loans, reverse mortgages or viatical settlement
We Refer Your Family to Specialists Experienced in Serving Elders
- Certified Public Accountants (CPA)
- Elder law & estate planning attorneys
- Financial planners and investment advisors
- Real estate agents