Fran Lyon-Dugin owner of www.lyonmgmt.com is here to assist your needs in Elder Care

Do you feel disorganized and wonder how you can possibly get everything on your plate DONE? Do you spend all of your non-work or leisure time with busy-work and paperwork instead of enjoying time with your family and friends? Do you wish you could save money by doing more things “online”, but you just don’t know how?

As your cherished family members get older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.
You could take care of the day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.
With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.
Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy his/her life, you get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Managing household issues and unexpected situations with service from approved vendors.
  • 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 addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term care insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax thru J M Knoll, CPA
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assistance.

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.

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