James L. Hintzke, CPA is your New Berlin, 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.
As we mature, the relationship between financial needs and life style choices can become increasingly complex. As your CPA Elder Care Services professional, I can help you better see and understand "the big picture", so you can make your best decisions in your retirement years. New Berlin, WI CPA Elder Care Services can be of special benefit to time-pressed families who want to help a loved one maximize and maintain their independence. CPA Elder Care Services is especially valuable in helping families come together to make sound, caring decisions.
Our New Berlin, 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.
Integrity, expertise, accountability, confidentiality is what the profession is all about. My training as a Certified Public Accountant makes me uniquely qualified to offer an independent, accurate assessment of your financial resources and how they are managed. I do not sell investments, just advice! With over thirty years of experience in handling tax and financial matters, these services become another part of planning your financial future and realizing the tax implications of choices you make.
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.
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 affect one’s lifestyle choices. He has been in practice for over 30 years within the New Berlin Community and surrounding areas.
He is also a knowledgeable speaker in the senior community and actively visits retirement communities to extend his training and support to residents. Additionally, Jim is trained in financial elder abuse situations. James L. Hintzke, CPA is dedicated to helping seniors – and their adult children – make more informed decisions during their retirement years. Contact James L. Hintzke, CPA of New Berlin today assist you with your elder care planning issues.