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Senior Services / Power of Attorney Assistance

As individuals age, they often need assistance managing their financial affairs.  We have the expertise and staff to efficiently assist our clients with these tasks.  The following are just some of the services that we offer:

  • Periodic visits with the client to check on their general well being (and if requested, updates to family not able to visit)
  • Review mail
  • Basic accounting services – pay bills, deposit checks, maintain ledgers and accounting reports, etc.
  • Purchase necessities and other items requested by the client
  • Asset management
  • Tax planning

 As part of their estate planning, individuals typically execute Powers of Attorney, in which they authorize a family member or friend to manage their financial affairs.  Often, these designated agents find the tasks of managing another’s life and fulfilling their fiduciary duty to be a daunting undertaking.  We are available to assist these agents with day to day management and provide advice regarding their fiduciary obligations.