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.