Some clients are unable to manage their personal affairs by themselves, whether due to incapacity or disability.  Family and friends may be unable or unwilling to help.  It is often a relief for everyone to hire a third party to help with the following:

  • Bill paying
  • Quarterly tax estimates
  • Reconciling checking accounts
  • Compiling information for tax preparation
  • Working with tax preparers
  • Coordinating payroll of at-home personal care workers
  • Overseeing investments

This does not necessarily mean that we have legal control over your assets; we are simply acting as a conduit to make sure everyday needs are being met.


If you would like to explore your personal situation more, please contact us.