| Family
First provides…
Financial
services, analyzing and monitoring income and expenses
• Budgeting
• Cash flow planning
• Payment of bills, making deposits, and handling routine
financial transactions.
• Reporting to family members on financial activity, including
complete accounting of all financial transactions.
Asset
protection and planning
• Visiting and noting surroundings
• Examining routine financial transactions for reasonableness
• Estate and gift tax planning
Maintenance
of home or other property
• Emergencies and unexpected occurrences in addition to
regularly coordinating the client’s care
• Visiting and reviewing logs and other evidence to confirm
that the client’s needs are being met based on existing
arrangements
Individual-specific
eldercare plan
• Assess needs
• Customize a plan
• Supervise and evaluate caregivers’ performance
Knowledge of…
Legal,
Medicare, social security, and insurance issues
• Assist in purchasing adequate insurance necessary to protect
the client’s estate
• Checking on the quality of services (based on client needs
and desires) performed by referred professionals
• Assessing health care insurance needs, including life,
health insurance and home health care: among others
And Family First...
Understanding
the elderly while meeting their individual needs
• Understands and knows how to handle changes in mental
attitudes and physical capabilities.
|
