Elder Care | Fiduciary


Helping assure your loved one's golden years stay golden

If you have an elderly parent or loved one who needs assistance with tax preparation, day-to-day financial tasks such as balancing their checkbook or paying household bills, Ross-Stern & Associates can help. We have years of experience as trusted fiduciaries for elderly clients who may require a professional partner for an array of tax, retirement planning, financial, record keeping, and consulting assistance, or to assure their will and estate directives are properly executed. 

With Elder Care | Fiduciary services by Ross-Stern & Associates, you will have the help of a licensed, honest, and experienced professional. Our goal is simple: We work with you at your direction to act in your loved one's best interest. Whether you need help in managing their daily affairs or their estate finances, our experienced team of professional specialists can make an often challenging or emotional task simpler.

We provide assistance for:

  • Reviewing and paying household bills, budgeting, and record keeping
  • Check writing and checkbook balancing
  • Assuring money is received, receipted, and deposited
  • Consulting regarding household issues and unexpected situations
  • Handling day-to-day financial transactions for home repairs, routine maintenance, and emergency medical expenses
  • Planning retirement account distributions and guarding against improper disbursements
  • Organizing and reviewing personal, financial, and legal documents
  • Preparing an inventory of personal assets and investments
  • Identifying and planning retirement income, expense, and cash flow needs, and goals
  • Analyzing income and expenses to determine current and long-term cash flow needs
  • Social Security, Medicare, pensions, and long-term insurance questions and problems
  • Working with their investment advisor to monitor your loved one's investments and other assets 
  • Planning, preparing, and filing income, trust, gift, and estate taxes
  • Providing referrals to local services and agencies
  • Trust administration
  • Estate administration
  • Executor services (Will, Estate,Trust)
  • Conservatorship (Guardianship) of the Estate
  • Conservatorship (Guardianship) of the Person

Contact us or call Ross-Stern & Associates at 818.776.0399 and discover how we can assist you with your Elder Care and Fiduciary needs.

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