The Livesay Group provides elder care financial services for people who are unable or no longer want to take care of their own finances. These services are designed to assure the client and family members that financial responsibilities are maintained.
Our Elder Care Services include:
- processing all monthly bills by determining they are reasonable and paid in a timely manner to avoid late charges
- making sure medical insurance bills are properly reviewed and not paid unnecessarily
- ensuring funds are adequately invested and anticipated income is received
- keeping everyone informed by communicating the accounts' financial activity to whomever the client chooses
- preparing tax returns aided by the financial activity documented in QuickBooks