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Erpelding,
Voigt & Co., L.L.P. provides ElderCare services
for clients for a variety of possible reasons:
- The
client is incapable
- The
client no longer has the desire
- There
are no immediate family members to assist
- There
are no family members in the immediate geographical
area to assist
- Family
members are incapable of assisting
- The
client does not desire family member to assist
We
provide ElderCare services for clients to help them
meet their various needs. Following are the services
that we can offer.
Financial
services
- Receive,
deposit, and account for client receipts (income).
- Make
appropriate disbursements (checks).
- Submit
medical and other claims to insurance companies.
- Protect
elderly from predators by controlling the checkbook
and other assets.
- Conduct
income tax planning and preparation.
- Monitor
preparation of gift tax returns.
- Prepare
employment tax returns for caregivers and household
help.
- Record
keeping for financial transactions.
- Conduct
investment and trust activity.
- Serve
as power of attorney holder, trustee and/or executor.
Nonfinancial
services
- Help
arrange for transportation, housekeeping, and other
services.
- Manage
real estate and other property.
ElderCare
planning
- Plan
for housing and support services needs.
- Plan
for declining competency.
- Plan
for death or disability of one or both spouses.
- Evaluate
alternative costs of retirement communities and
other housing.
- Evaluate
housing and care alternatives.
- Provide
inventory of services available in the community.
- Provide
estate planning.
Planning
for fiduciary needs. We evaluate the need for -
- Financial
power of attorney.
- Health
care power of attorney.
- Guardianship.
- Trusteeship.
- Living
wills.
- Advanced
medical directives.
Evaluation
of financing options
- Medicare
and Medicaid.
- Long-term
care insurance.
- Medigap
insurance.
Our
services are designed to provide both assessment and
planning assistance to assure a more secure life for
elderly persons. We can serve as "family members"
when members of the family or other responsible parties
cannot be present to supervise care for their loved
ones. Also we provide assistance, consultation, advocacy,
and educational services for individuals, families,
organizations, and businesses.
If
you or someone you know could benefit from our services,
please have them contact our office for a free initial
consultation.
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