Elder Care

Meredith & Associates provides elder care services designed to achieve the financial and personal goals of elderly individuals and family members caring for elderly individuals. The purpose of these services is to be the eyes and ears of those individuals who can no longer be totally independent.

Among the services that we provide:

• Assurance Services - Examine investments and trust activity, test service providers to make sure they meet agreed upon criteria, verify third party calculations such as pension, insurance and annuity payments.
• Consulting Services - Help family monitor care, Medicare and Medicaid, evaluate insurance needs, communicate expectations to care providers, estate and other such planning.
• Direct Services - Paying bills and deposit receipts, ensuring expected revenues are received, supervising property, submitting insurance forms, income and gift tax planning and preparation, and preparation of employment tax returns for caregivers and household help.

Please contact us for more information on our elder care services.