Resources for Attorneys

Oftentimes, it is quite common for clients to rely on professionals to assist them, especially in times of need.  It is quite common for questions to be asked that are outside the disciplines of the professional service provider.  As a result of repeated requests from Attorneys and  Geriatric Care Managers, we have developed a series of worksheets and checklists to better assist their clients in preparing them for for a specific path they need to travel. 

Medicaid Application

With the recent changes to the Medicaid rules on the look-back period of financial documentation, we have developed a comprehensive worksheet designed to navigate through some of the documentation and questions that need to be asked as part of a Medicaid application filing.  While there is probably no single piece of documentation that could possibly factor in every variable, we have attempted to make out checklist and fully inclusive as possible.

Household Payroll

As our population ages and life expectancies increase, It is becoming more common for s support structure to reside in the household.  Whether they consist of aides, caregivers, nannies, or babysitters, the theme is the same.  They need to be paid legally (on the books) since it is just not worth the headache or risk to a family.  I have seen the consequences of this and it is not pretty at all.  Hindsight is 20/20 but the challenge is that setting up payroll is inherently a logistically complex process, with burdensome requirements and constant tax filings to the federal and state. 

We have developed an electronic payroll service specifically designed for households.  Consider for a moment the advantage of having a totally electronic process, from the point of entry of time information to direct deposit to the employees bank account, and a paystub breaking out all the deductions to the quarterly filings of all federal and state  withholding tax forms and payments.  Not a single form to fill out or a stamp to lick.  We made the process so simple and economical that anyone who was reluctant to go down this path can now think otherwise.

Best of all these documents have been specifically designed so that when you print them, there is space on the top of the document for you to include your company information and logo, if you want.  This will allow you to include these sheets in the welcome packets you give to new clients or prospects and increases the value of the service you provide by giving a more comprehensive type of service.

Please be aware that these documents are meant for your free and unrestricted use.  Feel free to forward them to any of your colleagues who might be interested in them.  Permission to reprint in all or parts is granted provided appropriate credit is given to Redlig Financial Services.