Elder Care

As you or your cherished family members get older, you may want some help with day-to-day financial tasks. Tasks such as balancing a checkbook and paying household bills take time which may be better devoted to other activities.

With our services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for you or your loved one's best interest.

We provide assistance with daily finances and business duties and you are kept informed of every step we make. That way, you always know that your needs are being met.

Whether you or your loved one are no longer entirely independent or you simply want extra help to permit greater enjoyment and better use of your time you can get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.

  • Excerpts from Our Recent Newsletters

Plush Smith PA, One Sarasota Tower, 2 North Tamiami Trail, Suite 506, Sarasota, FL 34236
Phone: (941)953-7587 | Fax: (941)953-9157 | Email: info@plushsmith.com
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