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  • 01/19/2021
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FIVE TIPS FOR PROACTIVELY HELPING AGING PARENTS (AND OTHERS)

Posted on 05/10/2019
Written by Perry Shulman Leave a Comment

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

 

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Filed Under: Assisted Living, Business, Care Management, Elder Care, Family Mediation, Finance, Health Care, Insurance, Legal, Medicaid / Medicare, Nursing Homes, Patient Advocacy, Public Blog Tagged With: assisted living, care management, elder care, eldercare, family mediation, finance, orion, PLANNING FOR AGING, the orion resource group

How I Realized My Value to My Clients

Posted on 07/12/2017
Written by Lynn Lavender Leave a Comment

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

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Filed Under: Finance, Insurance, Public Blog Tagged With: Eddy and Schein, finance, GuideINS, In-home administrators for seniors, Insurance, Life Insurance, orion, Permanent Insurance, the orion resource group

Multi Part Education TV Series on Public Access TV – The Challenges of the Sandwich Generation

Posted on 02/09/2017
Written by Evan Gilder Leave a Comment

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

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Filed Under: Elder Care, Finance, Home Health Care Aides, Insurance, Legal, Public Blog Tagged With: Domestic Employment, elder care, finance, HOme Health Care Aides, Insurance, legal, Long Term Care, orion, Orion Resource Group, Sandwich Generation, the orion resource group, The Troubles Facing the Sandwich Generation

Personal Document Locator

Posted on 12/22/2016
Written by Perry Shulman Leave a Comment

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

 

 

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Filed Under: Assisted Living, Care Management, Elder Care, Finance, Legal, Patient Advocacy, Public Blog, Technology, Uncategorized Tagged With: assisted living, care management, elder care, eldercare, elders, finance, legal, orion, Orion Resource Group, orionresourcegroup, patient advocacy, Personal Document Locator Tool, the orion resource group

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