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Elder Care
KRD works with our elders by effectively
structuring their assets and by consistent maintenance of these assets
including all proper filings and quarterly reviews. In this
relationship, KRD provides value through oversight and planning which are
often too complex and time-consuming for our elders to manage.
Elder Care involves financial planning and
structuring. KRD has experience and knowledge regarding Elder Care
decisions, including:
- Financial Planning
- Trust Design and implementation
- Trust, Gift and Estate Tax
Return Preparation and Planning
- Income
available from Social Security, pensions and other sources
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Extraordinary income or expense items that will affect your
retirement capital
- Existing
savings, investment and retirement funds and annual
contributions
- Time
horizon, rate of returns and inflationary and tax effects
- Elder care consulting, including
specific knowledge regarding Long Term Care Insurance (LTCi) and
other solutions.
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