Elder Care

For the adult children of aging seniors, it can be particularly difficult to provide their parents with the support system they need. In the past, family members living in the same neighborhood often provided assistance. Now, as more and more households have both spouses working outside the home, and as children increasingly live further away from their parents, the need for Elder Care services is increasing.

Elder Care is a system of financial management that provides your family with the security of knowing that your loved one's finances are managed with the same integrity, independence, and objectivity that a CPA brings to every client. We will meet with you to determine your needs and coordinate and manage the services required.

Our services include:

• Handling routine financial transactions, such a paying bills, making deposits and summarizing household income and expenses.
• Determining whether investments are being managed according to the client's instructions and making alternative recommendations where appropriate.
• Providing income and estate tax planning and compliance services.
• Ensuring that all retirement benefits to which the client is entitled are received.
• Budgeting and projections for planning ongoing care costs.

At Winter, Kloman, Moter & Repp, S.C., our goal is to reduce your family's burden of time-consuming financial record-keeping and provide you and your family with peace of mind.