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.