HELPING FAMILIES MANAGE THE COMPLEX ISSUES OF AGING AND TRANSITIONS
Contact Us: 612-618-5562
As loved ones age, family members struggle with changing roles and responsibilities. It can be overwhelming, and we can help by providing the following services:
Administer financial and banking responsibilities for families and elder clients, including mail management, bill payment, account funding, maintenance of accounting records, coordination of year-end tax documentation.
Facilitate interaction between families and professional service providers such as lawyers, accountants, financial planners, insurance providers, and governmental agencies.
Communicate with care giving teams to ensure consistent, quality care and a nurturing environment.
Manage post-death estate and probate matters between clients, attorneys and courts, to ensure that all records are filed appropriately.
Inventory of assets and household property, and preparation for distribution and sale.