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:

  • Personal Support Workers (PSW)- an undervalued, underappreciated and a very tough job to boot. March 1, 2021
    But for many seniors, their  PSW becomes their best and closest support person. One of the major contributing factors to the  poor conditions typically found within Long Term Care has been the shortage of Personal Support Workers.  Simply not enough qualified hands to do the needed and necessary work of... The post Personal Support Workers […]
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  • When both parents have dementia…. February 22, 2021
    In the majority of families where there are still two parents living in the same home, the ‘well’ spouse becomes the primary caregiver to their husband/wife who has dementia. Caregiving for someone with a cognitive disorder is a full time job; especially when community supports, such as day programs and... The post When both parents […]
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  • The Year of the Ox February 8, 2021
    It was two years ago this week that I had the pleasure of celebrating the Chinese New Year in Taiwan. It now feels like a very distant memory yet one that I can vividly recall. This year, the Year of the Ox starts on February 12, 2021. In Taiwan the... The post The Year of […]
    Audrey Miller
  • More Than The Monday Blues…. February 1, 2021
    Friday, January 29, 2021 was ‘Bell Let’s Talk’ day and I forgot to tweet about it.   This is very surprising for me so I am reminding those of you who might have missed it as well.  Most of us are talking much more about good mental health and the toll... The post More Than The […]
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  • January is Alzheimer’s Awareness Month January 18, 2021
    There has been so much going on that you may not know that January is Alzheimers Awareness month. Covid has taken over as the lead medical concern world wide. However I feel it important to recognize another major health issue that impacts many of us – which is dementia. I... The post January is Alzheimer’s […]
    Audrey Miller