Experts in Elder Law
As a member of the American Association of Daily Money Managers©, we are committed to a code of ethics and ready to help with day-to-day monetary affairs. Our accounting staff can review bills, pay accounts timely, organize tax documents, negotiate with creditors, and track and appeal medical claims.
As experts in elder law, we can provide protection against identity theft and other forms of fraud perpetrated against the elderly or infirm.
Daily Money Management: An Overview
- Are the telephones or, worse yet, the electricity and heat turned off because someone forgot to pay the bills or misplaced their check book? Was the first notice that something was wrong when a telephone call could not go through because the service was terminated? Are credit card handling and interest charges mounting up because invoices are not paid timely? With our handling of such bills, you can be sure that all payments are made in a timely manner.
- With us handling the mail, documents with sensitive data are kept out of the hands of potential abusers. We can provide protection against mail fraud, lost payments, and home repair fraud.
- We will work with your existing advisors. If desired, we can provide copies of all transactions to these advisors.
With our 40 years of experience in the oversight of combined accounts under management of over $12 million, we can often make arrangements on fees and management with banks and brokerage firms that might not be available to relatively small individual accounts.
Short or long term, we are ready to help.