Personal Finance for Seniors

As CPAs specializing in ElderCare, Georgia ElderCare Advisors helps seniors organize and manage their personal finances.  With the input and support of the family, we work to put the senior's finances in good shape and keep them that way.

We address the wide range of our client's needs -- from tax planning, to monitoring investment portfolios, to working with legal counsel to administer estates.

And as CPAs, we provide guidance based on our thorough understanding of the client's complete financial condition.

Some of the Personal Finance services provided by Georgia ElderCare Advisors are:

• Accounting services, including preparing individual, trust and estate tax returns, as well as income and estate tax planning
• Working with the client's legal and other professional advisors to develop and administer trusts and estates
• Preparing and filing payroll and related tax forms for in-home care providers
• Ensuring investments are managed per the client's instructions, and making alternative recommendations where appropriate
• Ensuring the senior receives the benefits and services to which he or she is entitled
• Handling routine financial transactions, such as paying bills, making deposits and summarizing household income and expenses

For seniors, the financial issues grow increasingly numerous and complex as they grow older.  Where can they turn when family members are typically busy and geographically dispersed and have trouble lending support even when they have the expertise to do so?  Turn to Georgia ElderCare Advisors.