Navigating the Elder Care Universe
Interesting article from Wealth Management.com which can be distributed to clients and friends, related to commencing the challenging discussions relating to creating a care giving plan. Click HERE for article.
Best regards,
Perry A. Shulman, CPA
p.shulman@pascpa.com
www.pascpa.com
516-593-8080
The life altering benefits of insurance had been an abstraction to me until I came face-to-face with a client situation that brought me great satisfaction and taught me a lesson about the value I bring to clients.
Read about the experience that changed me from an insurance agent to an insurance advocate by clicking on the link to the Eddy and Schein In-Home Administrators for Seniors blog.
http://www.eddyandschein.com/blog/how-i-realized-my-value-clients
The first of a four part series can now be seen on Public access TV, on “The Challenges facing the Sandwich Generation”. It’s a job they can’t say no to, and something they never prepared for. It is on Channel 76 (Cablevision) and Channel 36 (Fios) and will air for the next four weeks.
PCTV76.org
Host Ernest Csak interviews Evan Gilder, Accountant at Redig Financial Services, about the financial and tax implications surrounding long term care of older family members.
Thanks
Evan
The Personal Document Locator is a detailed list of where one stores their important records, the contact information for primary advisors, family members, trustees and other important information. The list should be updated at least once a year to ensure its accuracy.
The list will be most helpful in the event of disability or death.
Please contact me at p.shulman@pascpa.com should you have any suggestions or comments.
Perry A. Shulman, CPA