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:

  • You can’t choose your family but you can choose your friends April 12, 2021
    Further to my fellow blogger’s April 4, 2021 read, I thought I would continue the discussion on the importance of appointing an attorney for property and my particular area of interest, care.  Have you ever wondered what would happen if you didn’t have a family member who could assume the role... The post You can’t choose […]
    Audrey Miller
  • Interesting Information for Monday Morning April 5, 2021
    Ok- interesting for me and hopefully for you too. 1. Q: Did you know as of April 1 2021 the LHIN has a new name? A: Home and Community Care Support Services  (HCCSS) which was the LHIN and before that it was the CCAC (Community Care Access Centre).  I am... The post Interesting Information for […]
    Audrey Miller
  • Holidays and Family Traditions – COVID style March 29, 2021
    This past weekend we celebrated the first night of Passover; and I think this holiday was the hardest one for me.  Regardless of what and how you celebrate, for many the family and cultural connections rather than any religious significance is what we hold on to.  Last year this time... The post Holidays and Family […]
    Audrey Miller
  • “BUY THE SHOES” March 22, 2021
    Congratulations to all of us- it is the first week of spring and we have managed through a difficult winter.  While we are here today and reading this blog- we have much to be thankful for. However there are so many of us who have faced a loss this year... The post “BUY THE SHOES” […]
    Audrey Miller
  • Mom Loved You More March 15, 2021
    My fellow blogger recently wrote about family meetings and estate planning.  There has been much written on the importance of power of attorney documents, who gets named, their responsibility and conflicts that have arisen as a result thereof. While the focus of most disputes has to do with money and the... The post Mom Loved You […]
    Audrey Miller