Eldercare Financial Planning Services Albuquerque a Firm Specialty for Urbielewicz Murphree CPAs PC
We work in conjunction with adult children, care managers and attorneys to provide a full range of eldercare financial services in greater Albuquerque.
This segment of our practice has grown organically. As people age, their ability to meet all needs independently becomes more of a challenge. Our firm focuses on the financial security of individuals so they can remain in their homes and in control of their finances.
Many families are not geographically cohesive and need reliable service providers as elderly loved ones begin to forget bills and payments. Dementia can cause confusion and make the bill paying process overwhelming. There may be a spouse who has never been involved with finances and now needs to understand them.
Our team of qualified CPAs and bookkeepers can help to greatly reduce the time a family has to spend on finances and will alleviate the emotional burden by helping make sound decisions. It is a privilege to help ease care-giving stress with eldercare financial services.
What Eldercare Financial Services does Urbielewicz Murphree CPAs offer?
- Organize documents, coordinate bill paying and check writing
- Develop or maintain filing systems and determine document retention
- Reconcile bank statements
- Provide Medicare and Medicaid assist
- Prepare payroll and payroll tax returns for household employees
- Provide specialized tax preparation for seniors, including home visits
- Act as Financial Power of Attorney or court-appointed Conservator
- Offer Personal Representative or Executor services
In addition to specialized training, we continue to network with the senior health care community in New Mexico including maintaining membership in these organizations: New Mexico Guardianship Association, New Mexico Estate Planning Council and New Mexico Association for Continuity of Care (NMACC). Firm partner Linda Murphree is a member of the Board of Directors and Treasurer of Senior Citizens Law Office.
Why Choose a Professional Firm for Eldercare Financial Services?
Peace of mind and continuity are two big advantages and both can be yours when you elect to put Urbielewicz Murphree CPAs Albuquerque on your care team. The process can begin with something as simple as a designation for durable Power of Attorney in your estate planning. This assures you that a team is in place to assist you at some future time. Our role is to honor your wishes and provide you with the assistance you choose as you continue your life and estate plans. This may mean only an annual check-in. Our proprietary “Virtual Vault” process guides you through preparing and organizing paperwork. Or, our team could help downsize your possessions at some point in the future. Life changes. We understand. To meet these changing needs, we tailor financial elder services to you.
Urbielewicz Murphree CPAs, PC is one of New Mexico’s only CPA firms to make eldercare financial services planning a specialty of its practice. We’ve discovered the more people understand our offerings, the more they refer others. Please call our Albuquerque offices at 505-897-7382 to talk with one of our experts about your eldercare financial services situation.