Money Management

Evaluation of income level for entitled community resources/support

Bill management and bill pay; balancing of accounts

Application for disability

Assistance with and appeals of Explanation of Benefits (EOB)

Assistance with bill pay

Public aid application and filing with appropriate fiscal documentation

Review of long term care insurance for benefits, opening of claims, coordination with assessment RN to explore ways to maximize benefits

Coordination with CPAs, trustees, financial advisors, etc.

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