A Team for Seniors

(Use this as a check list to see who is needed)

Daily Money Manager – Help with bill paying, paper management, and to act as liaison with other professional advisors. Some helpful web sites are: American Association of Daily Money Managers (www.aadmm.com) and for Financial Organizers (NAPO) National Association of Professional Organizers (www.napo.net)

Elder Law Attorney – Help with long term care planning and implementation as well as preparation of critical documents. Helpful site is: (NAELA) National Academy of Elder Law Attorneys, Inc. (www.naela.org)

Financial Advisor – Help with stock certificates and bonds

Financial Planner – Help with investment advice. Helpful site is: (FPA) Financial Planning Association (www.fpanet.org)

Geriatric Care Manager – Help with assessing, hiring, and/or supervising home aides. Helpful site is: (NAPGCM) National Association of Professional Geriatric Care Managers www.caremanager.org)

Generational Coach – Help with talking to parents or assistance in building a strategy among siblings on how to work together with parents

Geriatrician – (Geriatricians are in short supply.) Coordinate health care. Helpful site is: American Geriatrics Society (www.americangeriatrics.org)

Handy Man – Help with small home maintenance jobs and coordination of larger projects

Home Health Aides – Help with staying in own home. In making a decision about hiring a home health aide, a Geriatric Care Manager can provide guidance

Insurance Broker – Help with private- pay home health aide workers coverage and for long-term care insurance, if senior is eligible Also help with re-evaluating household and auto insurance

Payroll Accountant – Help with payroll for private-pay home health aides, as well as with tax preparation

Professional Organizer – Help clearing out residential clutter, as well as with downsizing or relocation. Helpful site is: National Association of Professional Organizers (www.napo.net)

Trusts & Estates Attorney – Help with estate planning and critical documents. Helpful site is your state’s Bar Association.

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