Special planning and considerations are required for assisted living options, long term care insurance, and investment monitoring for the elderly. Brad M. Capland, CPA, P.C. has experience with elder care financial and tax planning considerations.
- Tax planning and general advice specific to the elderly
- Tax return preparation
- Bill collection and bill payment services
- Analysis of assisted living options and related issues
- Review of long term care insurance options
- Monitoring of investments
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