Elder Care
The golden years for you or your loved ones should be free of stress and worry, and if anything represents “stress and worry,” it’s fretting month in and month out over whether the bills have been paid.
Borland Benefield can help you by handling your routine bill paying, as well as planning and managing a variety of routine financial concerns.
Older people want to maintain their independence and control over their personal financial matters, but most would rather not be burdened by “busy work” when there are grandchildren to entertain, friends to visit and places to see.
Along with financial concerns there are medical and legal matters that require attention, and we can coordinate the services of other professionals and specialists to ensure that all of your needs are addressed with an organized team approach.
Borland Benefield can:
• Handle monthly bills and make income deposits
• Maintain financial records
• Allocate trust and estate deductions
• Process bank reconciliation
• Manage real estate and rental property
• Reduce duplication
• Act with the power of attorney on your behalf
For more information, please contact John Wilson (jmw@borlandcpa.com) in Birmingham at 205-802-7212, or Dena Davis (dwd@borlandcpa.com) in Florence at 256-767-3555.