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Peace ofmind jbb v1

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Russell Sweeney

The document is about Elder Care Family Advisory Services, which provides assistance managing finances and other responsibilities for elderly family members. Some key services include assessing needs, developing customized care plans, paying bills, reconciling bank statements, providing status reports, preventing fraud, assisting with Medicare/Medicaid applications, keeping records, and preparing tax returns. The company is run by Russ Sweeney, who has over 20 years of accounting experience and 17 years handling age-related illnesses and financial needs of elders.

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PEACE OF MIND Russ Sweeney Elder Care Family Advisory Services 21 Kessler Farm Drive #379 Nashua, NH 03063 603-205-5694
There may come a time.. When the child becomes the parent Additional responsibilities can be challenging : Your own family and job responsibilities Limited time Distance and geography Learning curve Government agencies and Red Tape
Potential Problems Missed bill payments Termination of Services Loss of Benefits Victimization
Assessment and Planning Meet with all concerned parties to assess needs Develop a customized plan together for managing your loved ones finances Begin agreed upon program Assist in identifying additional services and/or professional needs
Routine Services Bill payment and mail screening Monthly bank reconciliation Record Organization and Reporting Medicare and Medicaid Counseling Seamless coordination with: legal representatives Federal, State & Local agencies Healthcare professionals
Bill Payment: Two Approaches Authorized Payment Funds deposited to separate account Bills reviewed, checks prepared. Elder Care Family Advisory Services authorized to pay bills Payment requiring family member signature Review bills and prepare checks Submit checks for your signature
Status Reporting Monthly summary of all bills paid Reconciliation of bank and other financial statements Copies of all bills paid Alerts of any issues needing immediate attention
Fraud Prevention Mail screening Monthly monitoring of bank statements, charge cards and cash withdrawals Review of all bills for reasonableness Monitor for changes in expenditure patterns
Medicare & Medicaid Counseling Review Medicare/Medicaid eligibility requirements Prepare Medicaid application for nursing home eligibility
Record Keeping & Tax Preparation Identify and monitor tax deferred withdrawals and expenses to minimize tax liability Organize all records to support the tax returns Prepare State and Federal tax returns
Qualifications Practicing Corporate Accountant for over 20 years 17- years hands-on experience handling: Dementia, Stroke and other age-related illnesses Financial Needs Elder Care Red Tape Fully bonded for your protection
PEACE OF MIND Russ Sweeney Elder Care Family Advisory Services 21 Kessler Farm Drive #379 Nashua, NH 03063 603-205-5694

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Peace ofmind jbb v1

  • 1. PEACE OF MIND Russ Sweeney Elder Care Family Advisory Services 21 Kessler Farm Drive #379 Nashua, NH 03063 603-205-5694
  • 2. There may come a time.. When the child becomes the parent Additional responsibilities can be challenging : Your own family and job responsibilities Limited time Distance and geography Learning curve Government agencies and Red Tape
  • 3. Potential Problems Missed bill payments Termination of Services Loss of Benefits Victimization
  • 4. Assessment and Planning Meet with all concerned parties to assess needs Develop a customized plan together for managing your loved ones finances Begin agreed upon program Assist in identifying additional services and/or professional needs
  • 5. Routine Services Bill payment and mail screening Monthly bank reconciliation Record Organization and Reporting Medicare and Medicaid Counseling Seamless coordination with: legal representatives Federal, State & Local agencies Healthcare professionals
  • 6. Bill Payment: Two Approaches Authorized Payment Funds deposited to separate account Bills reviewed, checks prepared. Elder Care Family Advisory Services authorized to pay bills Payment requiring family member signature Review bills and prepare checks Submit checks for your signature
  • 7. Status Reporting Monthly summary of all bills paid Reconciliation of bank and other financial statements Copies of all bills paid Alerts of any issues needing immediate attention
  • 8. Fraud Prevention Mail screening Monthly monitoring of bank statements, charge cards and cash withdrawals Review of all bills for reasonableness Monitor for changes in expenditure patterns
  • 9. Medicare & Medicaid Counseling Review Medicare/Medicaid eligibility requirements Prepare Medicaid application for nursing home eligibility
  • 10. Record Keeping & Tax Preparation Identify and monitor tax deferred withdrawals and expenses to minimize tax liability Organize all records to support the tax returns Prepare State and Federal tax returns
  • 11. Qualifications Practicing Corporate Accountant for over 20 years 17- years hands-on experience handling: Dementia, Stroke and other age-related illnesses Financial Needs Elder Care Red Tape Fully bonded for your protection
  • 12. PEACE OF MIND Russ Sweeney Elder Care Family Advisory Services 21 Kessler Farm Drive #379 Nashua, NH 03063 603-205-5694