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:

  • A new place to call home…… August 15, 2022
    One of the hardest things that an adult child caregiver has to deal with, is placement of a parent; specifically, a parent with advancing dementia.  There is no roadmap and every situation is unique however there are common threads that we see on a daily basis.  We know that if... The post A new place […]
    Audrey Miller
  • YES YOU REALLY DO NEED A POWER OF ATTORNEY…… August 8, 2022
    My colleague’s blog on August 5 was titled: “Do I Really Need A Power of Attorney?” Let me add my loud response of  ‘YES YOU DO’ because if you don’t, your wishes of how you want to live your life, will likely not be heard.  This is the reality for... The post YES YOU REALLY […]
    Audrey Miller
  • Nova Scotia, Home to Many Older Canadians….. July 25, 2022
    My batteries are recharged!!! I enjoyed a wonderful week in Nova Scotia, appreciating the beautiful views from Cabot Cape Breton. Walking the Links with a local caddy I asked how older Nova Scotians typically fare and asked about residences and home care.  He shared that many locals have large families... The post Nova Scotia, Home […]
    Audrey Miller
  • Recharging my batteries July 18, 2022
    I am away recharging, relaxing and golfing.  I will resume blogging in a few weeks. The post Recharging my batteries appeared first on All About Estates.
    Audrey Miller
  • Higher Costs for Aging Well= Nothing New July 11, 2022
    On March 25 2021, the Canadian Medical Association published their final report ‘Canada’s elder care crisis’.  In this report they quantify the demand for care, on our healthy system, from a home care and long- term care perspective.  This refers to the demands on the public sector and those on... The post Higher Costs for […]
    Audrey Miller