E: jeanne@bergelinmurphy.com / T: (231) 796-2832
Client Portal Login    Subscribe
Big Rapids, MI CPA Firm | Elder Care Page | Bergelin & Murphy, LLC
  • Home
  • About
    • Meet Our Team
    • Blog
    • Client Reviews
  • PPP or EIDL Loans
  • Tax Services
    • Tax Problems
    • Tax Planning
    • Tax Preparation
  • Business Services
  • QuickBooks ProAdvisor
  • Guides
    • Life Events
    • Business Strategies
    • Investment Strategies
    • Tax Strategies for Business Owners
    • Tax Strategies for Individuals
    • Frequently Asked Questions
  • Newsletter
    • This Month's Newsletter
    • Previous Newsletters
    • News and Weather
  • Tax Center
  • Blog
  • Resources
    • Client Portal
    • Financial Calculators
    • SecureSend
    • Internet Links
  • Contact
  • COVID-19 Update
  • Employment Opportunities

Elder Care

Call Us: (231) 796-2832
  • broad range of Tax & Accounting services
    Big Rapids, MI Tax & Accounting Firm, Bergelin & Murphy, LLC
  • Bergelin & Murphy, LLC
    We offer a broad range of services to help clients secure a sound financial future. Read more
  • Secure client portal
    Our newsletter provides articles and tips to help you achieve your financial goals. Read more
  • Small enough
    If you have any unanswered questions, please let us know.

Tax Solutions

Did you know that you need a credential tax practitioner when it comes to your tax obligations? Why?
Check out our tax services page for the answers.

Newsletter

Send Us a File

Use our convenient SecureSend page to securely deliver a file directly to a member of our firm.

Send Us a File

Business Services

We offer a broad range of services for business owners, executives and independent professionals. Please call us for a free initial consultation.

Reports

Financial Guides

Click on any of the report categories listed below to find practical, unbiased information to help you reach your financial goals.

Guides

Featured Articles

Elder Care

Elder Care


As your cherished family member gets older, they may need some help with their day-to-day financial tasks. Ordinarily simple tasks such as balancing a checkbook and paying household bills become increasingly difficult for the elderly.

Financial Assistance for Aging Family Members

You could take care of their day-to-day financial tasks yourself, if you have the time and live close. But if you don't, you may want to consider hiring a professional to help.

With our elder care services, you get the help of a caring, honest and knowledgeable professional. Someone on your team, looking out for your loved one's best interest.

Your loved ones get assistance with their daily finances and business duties and you are kept informed of every step we make. That way, you always know that your family member's needs are being met.

Whether your loved one is no longer entirely independent or simply needs extra help to enjoy their lives, you get help in any of the following areas...

  • Reviewing and paying household bills, budgeting, and record keeping.
  • Assistance with check writing and checkbook balancing.
  • Making sure money is received, receipted, and deposited.
  • Offering second opinions regarding household issues and unexpected situations.
  • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
  • Planning retirement account distributions and safeguard against improper disbursements.
  • Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed.
  • Preparing an inventory of personal assets and investments.
  • Identifying and planning their retirement income, needs, and goals.
  • Determining current and long-term cash flow needs by analyzing income and expenses.
  • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
  • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
  • Preparing, planning and filing income, trust, gift and estate tax.
  • Providing referrals to local services and agencies.
  • Arranging proper level of care, transportation, and caregiver assessment.

Planning for the future is important, and elder care services are crucial to help your elderly family members maintain their independence and financial freedom. Contact us today for more information.

Name
Phone
Email
Best Time To Call
Comments
CAPTCHA Image

[ Show a different Image ]

  

  

  

  

  


Bergelin & Murphy, LLC

211 Maple Street, Big Rapids, MI 49307

Bergelin & Murphy, LLC 211 Maple Street Big Rapids, MI  49307
Phone: (231) 796-2832 | Fax:
jeanne@bergelinmurphy.com
Login   Search   Site Map   Privacy Policy   Disclaimer