Grant Bennett Associates

Sacramento
1375 Exposition Blvd.
Suite 230
Sacramento, CA 95815
Phone: (916) 922‑5109
Fax: (916) 641‑5200


Princeville
PO Box 223096
Princeville, HI
Phone: (888) 763‑7323

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Grant Bennett Associates
A PROFESSIONAL CORPORATION

Elder Care Services

Rely on Expert Elder Care Services

Our financial needs and lifestyle choices become increasingly complex as we mature. Grant Bennett Associates understands how financial decisions affect your lifestyle choices. Whether you are looking to manage your own affairs to maintain your financial independence, or ensuring a loved one is being cared for and protected, Grant Bennett Associates will provide you with the expertise, integrity, and assistance you need to protect your lifestyle choices.

As your CPA elder care professionals, our goal is to give you and your loved ones complete assurance. We begin by determining the community resources available to address the elderly person’s needs; we apply direct elder care services such as paying bills, managing property, or submitting insurance claims; we test service providers to make sure they meet the elder's and/or family's agreed‑upon criteria. In addition to these elder care services, Grant Bennett Associates is familiar with healthcare terminology, the common physical or mental effects of aging, and elder care legal issues.

Protective Care

We even go the extra mile to provide protective care such as visiting and reporting on elderly clients on behalf of children in distant locations, arranging transportation and housekeeping services, and ensuring family members that elderly members are being cared for properly, and financial predators are not taking advantage of them.

  • Helping You Realize Your Lifestyle Goals
  • Determining Where and How You Will Live
  • Monitoring and Analyzing Your Day‑to‑Day Income and Expenses
  • Providing You Retirement Advice and Planning
  • Overseeing and Planning for Tax Issues
  • Assisting in Estate Planning Issues
  • Developing and Funding Trusts
  • Evaluating and Monitoring Health Care Financing Options

Elder Care You Can Count On

Trust Grant Bennett Associates to provide you with professional elder care services. We stand firmly behind our integrity, accountability, expertise, and confidentiality so we can provide you and your loved ones with compassionate, timely, and trustworthy care. Our years of experience in handling tax and financial matters make us a reliable resource for those planning their financial futures and realizing the tax implications of their lifestyle choices. Get the most out of your life. Get GBA's CPA elder care services.

Managing Your Elder's Financial Information

Don't wait for a medical emergency to strike before facing the daunting challenges of locating your loved one's important paperwork and financial obligations. It's difficult for adult children to approach the subject of their elders' financial management, but it's even more difficult when a parent or loved one has already become incapacitated either mentally or physically. To avoid such difficulties, experts recommend that caregivers learn where to find personal documents such as income tax returns, life insurance policies, power of attorney, and living wills and trusts. Caregivers should also be familiar with an elder's financial resources and obligations that may include investments, annuities, pension plans, bank accounts, and real estate. By becoming familiar with your elder's important paperwork and financial obligations, you will save time and frustration and be available for your loved one when he or she needs you most.

Organizing Your Elders' Financial Information

Minimize risks with the IRS over lost financial statements. As important as this may be, gaining your elder’s trust to assist with his or her financial affairs can be a challenge. But there are strategies to help you and your elder organize and manage financial information without being intrusive. Follow the steps provided below to help you become familiar with your elder’s financial affairs.

  1. Help your elder set up a simple filing system for his or her bills if one does not already exist. This can be done by first labeling a set of manila folders from A to Z. Place the manila folders in a large collapsible file. As bills are paid, ask your elder to file statements in the appropriate folder; for example, electricity bills can be filed in the "E" folder and telephone bills can be filed inside the "T" folder. This simple filing system will make it much easier to match statements with your elder's checkbook at the end of each year.
  2. Ask your elder to use the simple filing system outlined above for the filing of canceled checks and monthly checking account statements. This will make tracking direct deposits, income tax deductions, and charitable contributions easier.
  3. Help your elder make a list of all investments and sources of income. These may include rental property, annuities, pension funds, stocks, bonds, etc. At the end of each year, you and your elder will use this list to report financial information on state and federal income tax forms. Keep this list updated at the end of each year so you’ll know what to look for the following year.

If your elder refuses your efforts to help organize his or her financial affairs, you may ask him or her to stash any important statements and documents into a large envelope that can be mailed each January to his or her tax preparer. The CPA professional can go through the statements for you and your elder. You may also ask to sit down with your elder once a month to review his/her bills, just to become familiar with the routine. You might say, "If you get sick, and I am already familiar with your bills, I'll be able to help if the need arises".

The sooner a caregiver has a handle on the elder's financial affairs, the easier it will be for that caregiver and other family members to carry out the elder's wishes. Don't let feelings of invasion of privacy stop you from being prepared to handle your elder's financial affairs.

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