Financial Institutions, Trust Companies and Financial Planners

We currently provide elder care expertise to several trust companies and financial institutions. This professional consultation is particularly beneficial for companies that hold a Power of Attorney for finances for their clients and require our expertise to ensure that their clients are doing well and that appropriate plans are in place.

 

This is especially important for those individuals who do not have a Power of Attorney for Personal Care or one that is available. We assist in retirement planning from a health and wellness perspective.

 

We help you help your client.

 

We can advise both the institution and the older client. Elder Caring Inc. has presented a number of seminars and lunch and learn sessions for both bank and trust officers, financial planners and their respective clients.

 

If you have questions about long term care, assisted living or wanting to make sure your client is managing safely and well at home, please call us.

The Carer’s Planning Guide

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RSS Audrey also blogs at @allaboutestates:

  • Supporting Seniors: An Important Election Issue September 13, 2021
    There is a lot going on this month, including World Alzheimers Awareness Month.  However the election takes priority for me.  Next week’s blog will focus on dementia issues but for today, the focus of this blog is on what the federal parties are considering regarding supporting seniors and their caregivers.... The post Supporting Seniors: An […]
    Audrey Miller
  • Another Goodbye August 30, 2021
    I have written about my work with my long time elderly client, Audrey, for some time. Through these blogs, I have shared the loss of her sister, her prior discharge from palliative care,  her 100th (and 101) birthday, her most recent admission and discharge and today I want to share... The post Another Goodbye appeared […]
    Audrey Miller
  • “If You See Something, Say Something”* August 23, 2021
    Do you have a ‘TCP’? While I am not a fan of using acronyms, ‘TCP’I is one you want to know.  It is shortform for ‘Trusted Contact Person’. “The Canadian Securities Administrators (CSA) announced July 15 that regulators are adopting amendments to National Instrument 31-103 Registration Requirements, Exemptions and Ongoing Registrant Obligations, which... The post “If You See […]
    Audrey Miller
  • Having An Advocate: Critical So Your Wishes Can Be Respected August 16, 2021
    Readers of this blog may remember  that I have been working with a wonderful woman who is now 101 years of age.  She is a ‘solo senior or elder orphan’ or simply put, a single woman who never married, never had children and at 101 years of age, has outlived... The post Having An Advocate: […]
    Audrey Miller
  • Dementia: Therapeutic Fibbing OR Going With the Flow? August 9, 2021
    This past week I had an interesting discussion with some of my team members (registered social workers and occupational therapists ) on whether or not it is appropriate to tell a white lie with individuals living with a dementia.  “Therapeutic fibbing is a controversial yet very effective method of dealing... The post Dementia: Therapeutic Fibbing […]
    Audrey Miller