Prime Plus (Elder Care) BACK Planning and implementation of care goals for elderly family members.   This service provides assurance in a professional, independent and objective manner to third parties (children, family members or other concerned parties) that the needs of the elderly person are being met. An expanding segment of our population requires financial services as well as care and assistance in living in their own homes or in institutional care homes. It is often difficult for adult children to provide this care and assistance due to various reasons, including time constraints and geographic distances between them and their parents or other relatives. In addition, government agencies generally do not provide care and assistance needed by older adults, as it is not the role of government to fulfill those responsibilities. Prime Plus (Elder Care) services involve two kinds of services. These services are Financial Services and Non-financial services. Listed below are some of these services: Financial Services Planning for Fiduciary Needs Evaluating Financing Options Receiving, depositing and accounting for client receipts Ensuring that expected revenues are received Submitting claims to insurance companies Protecting elderly from predators Estate Planning Income Tax Planning and preparation Gift Tax return preparation Evaluating investments and trust activity Portfolio Management Risk Management and insurance planning Non-Financial Services Lifestyle Management Services Coordinating support and healthcare services Helping family members monitor the elder's care Commuicating family expectations to care providers Establishing, in concert with the family, appropriate standards of care Establishing performance monitoring systems Gary Nogle, CPA