Full List of Asset Management Services
- Banking, bill payments and investment management
- Navigating the health care system
- Obtaining and maximizing pension benefits
- Estate planning to minimize tax implications and maximize legacies
- Bookkeeping and income tax returns with a Certified General Accountant
- Maximize investments through allied, arms length professionals
- Reporting to client and family as requested
- Health Care Advocacy
- Applying for disability, pension and other benefits
- Research and assistance with care arrangements
- Arrangements for long-term care assessments and moves
- Space planning for relocation
- Packing, sorting and moving
- Re-directing mail
- Arranging for shipment of family treasures
- Arranging for appraisals and sale of property
- Transferring and/or cancelling utility, phone mail or other services
- Arranging for in-home care companions, meals , and housekeeping
- Shopping and errands; concierge service
- Arranging for aids such as wheelchairs, walkers, or commodes
- Transportation to appointments
- Security for home and garden
- Pet Care, visits and relocation