Resources : Law & Finance

Resources: Home Care/Disease Specific Services/Day Care| Alzheimer's| End of Life| Law & Finance| Lifestyles|
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Advance directive descriptions for Ohio

2012 Medicare Guide

Accounts Receivable/Payable Services

AmerAssist - Accounts Receivable and Collection Management. Contact: Tom Krysiak P: 440-665-3097, F: 866-558-1391, tkrysiak@yahoo.com. Website: www.ARSolutions.com.

CPA Services

Webber & Injic CPAs, LLC - We act as your personal accountant providing: bill pay services, general review of monthly income/expenses, budgeting and estate accounting. Contact:  Maria Injic, 440-220-5237 or minjic@wiaccounting.com. Website:  www.wiaccounting.com.

Consulting Services

Eldercare Business Consulting - Managing complex projects, improving business processes and building a knowledgeable workforce. Contact:  Vivian Victor, 216-789-7368, e-mail: vivian.victor@live.com. Website: www.eldercare-business-consulting.com.

Kruger Consulting - Financial strategies for clients who are working toward retirement. Assistance with small businesses with retirement & health plans such as simple IRAs, 401ks and HSAs. Veteran's benefits assistance.  Contact: Pam Kruger, 440-234-0300 or Krugerconsulting@roadrunner.com.

Elder Law

Elder Law Offices of Todd Bartimole - Experienced with Ombudsman Services, Estate Planning, Medicaid Planning, Public Speaking. East & West Side services available, 216-464-9999. Website: www.ohioelderlawyer.com/, or e-mail: todd@ohioelderlawyer.com.

Executive Legal Services - Established in 1985 and is a legal support service business that provide independent paralegal services to local attorneys specializing in the areas of elder law, probate law and estate planning. To the general public, we provide mobile notary service, digital documentation service, courier service, court filings, deed recordings public records research, and coin, stamp, jewelry and classic are appraisals. Contact:  Judith Metzler @ 216-447-7979 or judieexecutivelegal@yahoo.com.  Website:  www.exelegalservices.com

Richard A Myers & Associates, LLC - Planning for your family, your future, and your legacy. Contact: Richard Myers 440-449-3266/216-447-9105 or email @ ramyers@rmohiolaw.com. Website: www.rmohiolaw.com.

Hickman & Lowder - Estate Planning, Medicaid Planning, Guardianships & Conservatorships, Care Planing, Estate & Trust Administration, Probate.  Contact: Terry Fries-Maloy @ tfries-maloy@hickman-lowder.com, by phone @ 216-861-0360. Website: www.hickman-lowder.com.

Kabb Law Firm -  Experienced long term care planning services, east and west side services.  Contact:  Rachel Kabb-Effron, 216-991-5222, Website: www.kabblaw.com.

The Koewler Law Firm - ."Making sure that seniors get to make their own choices on what to do with their money before the costs of long term care takes their entire life savings." Contact:  Jim Koewler, 330-659-3579 or e-mail: JKoewler@ProtectingSeniors.com.  Website: www.ProtectingSeniors.com also our blog: http://protectingseniorsnews.com/.

Financial Services

Professional Financial Services - Bookkeeping, bill payment, advocacy to promote senior independence. Contact: Patricia Whited Stineman @ 440-781-1383 or pwhitedstineman2@aol.com.

Financial Planning & Insurance Products

Stratos Wealth Partners - Securities and investment advisory services offered through LPL Financial. Member FINRA/SIPC.

Contact: David Vespoli, Partner/Wealth Advisor, 330-664-2278/440-505-5691/440-567-1428 or dvespoli@stratoswealthpartners.com.

Everest Financial Strategies, LLC - Investments- 401k rollovers; fee-base asset management. Insurances- life, disability, long term care. Business Planning- retirement plans, executive benefits. Contact: Steve Hoffman CFP(R), Owner/President 330-620-6455. Member FINRA/SIPC. Never a cost to schedule an appointment. E-mail: StephenHoffman@EverestFinancialStrategies.com. Website: EverestFinancialStrategies.net

Long Term Care Insurance

Kaczmarek Insurance - Long term care insurance and planning. Contact: Darlene Kaczmarek 330-296-5882 or kisincdk@gmail.com. Website:www.kisincltc.com.

New York Life - Financial services including life insurance, long term care insurance, wealth conservation and retirement planning. Contact: Jeff Malarki, 216-952-8947 or JMalarik@NYC.com. Website: www.JeffMalarik@NYLAgents.com.

Medicare Products & Services

Kaczmarek Insurance - Long term care insurance and planning. Contact: Darlene Kaczmarek 330-296-5882 or kisincdk@gmail.com. Website:www.kisincltc.com.

Summacare - Offering affordable Medicare Advantage plans, and Medicare supplement plans to seniors. Home visits and educational services and seminar. US News and World Report rates Summacare the top rated Medicare Advantage plan in the state. Call us to find out how our zero premium plan which includes a 100% preventive care, 0 co-pay for the family Dr. and part D pharmacy can meet your needs. Contact: Cheryl Goodlin @ 330-996-8432 or goodlinc@summacare.com. Website: www.summacare.com.

Reverse & Traditional Mortgage Services

Continuing Education Resources

Continuing Education is an ongoing process in the eldercare community. Eldercare Professionals of Ohio is dedicated to helping our members locate the seminars, classes and information they need to meet their requirements. Below is a list of our preferred providers.