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:

  • Yesterday I watched the US Open & Thought About My Dad: June 21, 2021
     It does seem like only yesterday because, while time has not stood still, sometimes our sentiments don’t change. The event and message is the same. It is a few years later and there is a new US golf champion. We still however miss those who are no longer around. It... The post Yesterday I watched […]
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  • Living For Today June 14, 2021
    Living for Today. I previously blogged about ‘buying the shoes’ which highlighted that life is short and we need to live each day to the fullest. COVID made that difficult; being restricted to your own home and restricted as to who you could see and what could you do.  This... The post Living For Today […]
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  • June is Senior’s Month June 7, 2021
    A few weeks ago I provided a summary  of the Federal Budget and what is offers to seniors.  Well, I received over 30 comments and the blog readers all said the same thing- Mr. Trudeau has ignored those of us between the ages of 65-75. I don’t have any additional information... The post June is Senior’s […]
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  • Bye bye May, hello happiness….. May 31, 2021
    Here we are at the end of May; warmer weather ( except for last week’s snow), longer days and the promise that this current stay at home order will be ending soon. Restrictions are starting to let up. Outdoor dining, in store shopping and haircuts are hopefully  resuming. However for... The post Bye bye May, […]
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  • Thank You Carers May 17, 2021
    May is National Caregivers Month. Now more than ever, the challenge of being a caregiver feels more of a ‘challenge’ than any other word that I can think of. It can be joyful, rewarding, an honor, an opportunity and an obligation. Caregivers come in all shapes and sizes and age.... The post Thank You Carers […]
    Audrey Miller