WealthOneOnline.com Home Page >>>

ElderCare > Bill Paying and Check Writing

Aging can be challenging, confusing and frustrating.

Whether you yourself are growing older, or you are watching your parents and loved ones age, it doesn't have to be frustrating.

We offer a variety of services from simple financial needs such as timely bill payments to the complex demands of estate planning.

You can rely on us to investigate, review, coordinate and manage all matters concerning your financial and personal needs.

Our services include the following:

  • Opening mail and reviewing invoices, collecting checks for deposit, reviewing investment account and bank notices and statements.
  • Making deposits to bank and/or brokerage accounts.
  • Setting up electronic payment procedures where available and writing checks as necessary.
  • Reconciling all bank, investment, credit card, and credit accounts.
  • Preparing payroll for all household employees (nurses, housekeepers, and any other domestic help).
  • Income tax planning and preparation.
  • Maintaining all files and records.
  • Meeting with or coordinating daily needs with all appropriate family/team members (attorneys, care givers, guardians, etc.).
  • Maintaining up-to-date financial position reports for estate planning opportunities.
  • Reviewing and recommending gifting programs for estate tax reduction purposes.
  • Preparing guardianship reports if necessary.
Contact Us ---> Contact Us