Elder Care

As family members get older, they may need assistance with their day-to-day financial responsibilities. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly. You may consider hiring a professional to help. 

Allow AKA to help in the following areas:

  •  Reviewing and paying household bills, budgeting and recordkeeping
  • Assistance with check writing and checkbook balancing
  • Offering second opinions regarding household issues and unexpected situations
  • Handling day-to-day financial transactions such as home repairs, routine maintenance and emergency medical expenses
  • Planning retirement account distributions and safeguard against improper disbursements
  • Organizing and reviewing personal, financial and legal documents to determine what needs to be addresses
  • Preparing an inventory of personal assets and investments
  • Identifying and planning retirement income, needs and goals
  • Determining current and long-term cash flow needs
  • Addressing questions about lifestyle, Social Security, pensions, Medicare and long-term insurance
  • Preparing and filing income, trust, gift and estate tax returns

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

Name
Phone
Email
Best Time To Call
Comments

Get In Touch

At Albero, Kupferman & Associates, we've been serving the accounting needs of WILMINGTON, DE and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily set up your initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

HOURS:
Mon-Fri           8:30AM — 5:00PM
Saturday         9:00AM — 2:00PM
Sunday            Closed

Albero, Kupferman & Associates

1701 SHALLCROSS AVENUE SUITE D,
WILMINGTON, DE 19806
T: (302) 230-7171
F: (302) 472-1700
E: info@aka-cpa.com

Connect

Facebook  LinkedIn  Twitter  Subscribe

© 2019

Search  Site Map  Privacy Policy  Disclaimer
Back to top

Get In Touch

Client Portal Login

Subscribe to our Newsletter