James L. Hintzke, CPA is your Rhinelander, Wisconsin Certified Senior Advisor providing CPA Elder Care Planning Services. Elder Care Planning is all about FAMILY - assisting seniors and their adult children caregivers in planning for their long term care and related issues of aging. After dealing with my aging parents over the years, I realized how uninformed the senior community is when dealing with aging and financial issues.
VALUE-ADDED WISCONSIN CPA ELDER CARE SERVICES:
Our Rhinelander, Wisconsin Elder Care Planning services provide the resources, strategies, and solutions to assist both the senior community and their children (as caregivers) in addressing the issues of long-term care. Due to our extensive network of senior care providers, I can harness the knowledge and experience of elder law planning attorneys, retirement communities, care managers, and other senior care professionals.
Issues associated with long term care which I address may include but are not limited to Income Tax Issues, Estate Planning Issues, Structuring and Funding Trusts, Evaluation of Healthcare Financing Options, Analyzing and Monitoring Income and Expenses, Identifying Housing Options, Identifying all potential sources of payment for care, Attaining eligibility for public benefit programs including veterans benefits, and protecting family wealth.
ELDER CARE PLANNING SERVICES ASSOCIATED WITH:
Filing applications for veterans, county, and Medicaid benefits
Reviewing and paying household bills, budgeting, and record keeping
Ensuring that money is received, receipted, and deposited
Organizing and reviewing personal, financial, and legal documents to determine what needs to be addressed
Preparing an inventory of personal assets and investments
Reconciliation of banking, credit, and investments accounts
Evaluation of alternative costs of retirement communities and other housing options
Personal records management services
Determining current and long-term cash flow needs by analyzing income and expenses
Monitoring investment portfolio and other assets in conjunction with their investment advisor
Estate and Trust Tax Preparation
Elder Law Tax Issues
Personal Income Tax Preparation
PICKING UP THE FINANCIAL PIECES AFTER A SPOUSE’S DEATH:
Tracking down financial data can be overwhelming, particularly while confronted with the emotional trauma of dealing with a loved one's death. Even when death is anticipated, few survivors are prepared for the extent of the paperwork, procedures, and decision making that follows.
I assist surviving spouses and their families in locating and analyzing important financial and legal documents by working with the myriad of paperwork, collecting and sorting data, changing titles, addressing insurance issues, and determining what funds are available for a survivor.
I FURTHER ASSIST SURVIVING SPOUSES BY:Locating insurance policies and applying for applicable benefits
Determining the existence of and extent of retirement funds available
Changing IRA and Life insurance beneficiaries
Locating and analyzing paperwork from former employers detailing a deceased's corporate benefits, such as company stock options, 401(K) plans, etc
Alleviating the survivors' needless anxiety about their own long term care
As a Certified Senior Advisor, Jim is sensitive to Elder Life planning issues. Jim is known in the community for – his integrity, expertise, accountability and confidentiality, as well as his special understanding of how financial decisions.