- Evaluating community resources and services including home health care providers.
- Organizing key documents, such as wills, living wills, trust documents, insurance policies.
- Analyzing and monitoring of investments.
- Monitoring receipt of and accounting for expected income.
- Paying bills after reviewing for accuracy.
- Arranging for expenditures such as repairs and maintenance of the home
Related Links
Investment Management
Estate Planning
Charitable Giving
Trust Services
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- Monitoring caregiver activities by inspecting logs, diaries and conducting periodic visits.
- Arranging for personal services, transportation and social activities.
- Filing medical/insurance claims.
- Assistance with tax returns for income, gifts and estates.
- Submitting monthly reports summarizing all financial transactions.
- Coordinating
Long
Term Care claims.
Broadway Bank is pleased to announce
that Broadway Wealth Management was
chosen as Winner of the Elder Service Award 2006.
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