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