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:

  • Living Fully Before Dying September 21, 2020
    While I cooked all familiar  traditional foods last week, the family celebration was very different and difficult this year.  Of course not having my mother at the table was primary but due to Covid we were only the immediate family. No cousins, no friends joined us this year. Such a... The post Living Fully Before […]
    Audrey Miller
  • How many shall die and who by plague? September 14, 2020
    While the New Year starts in January, Jews around the world celebrate another New Year, the birth of the universe, 5781 years ago based on the Hebrew calendar. While it is the first of the High Holidays, for many who may not attend synagogue, it is recognized and celebrated with... The post How many shall […]
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  • The last day of August…… August 31, 2020
    Labour Day used to  symbolize an end of summer holidays,  return to school for young people and back to work routine for most employers/employees.  However this year due to Covid 19, things are alittle more fluid or perhaps I should say- unknown and unsettled.  I thought I would take this... The post The last day […]
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  • Friday August 21, 2020 was World Senior Citizen’s Day. So What? August 24, 2020
    World Senior Citizen’s Day was originally founded by former president Ronald Regan in 1988. The goal of this day is to remind  various governments of its “ commitment to support senior citizens of the country”.  Well, I don’t think we have done very well… Dr. Samir Sinha wrote an article... The post Friday August 21, […]
    Audrey Miller
  • Enjoying Nature From An Armchair August 17, 2020
    Last week Ziggy and I resumed our visits with a couple of my clients who live in their own homes. As we all know Covid had restricted these visits and it was a welcome change after several months. Ziggy as you may recall is an ambassador dog with CNIB and... The post Enjoying Nature From […]
    Audrey Miller