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Fiduciary Services
Partners In Care is committed to providing the highest level of expertise in fiduciary services. We have comprehensive experience in assessing the financial condition and needs of our clientele with scrupulous attention to the highest ethical standards. Our first consideration in fiduciary services is to ensure that the needs of the client are identified and met to the fullest extent possible.
Accounting and Budgeting Services
PIC often assumes the management of a guardianship client's routine income, expenditures and other financial activities. We marshal the individual's assets and ensure that funds are used to the best advantage of the individual. PIC is highly proficient in meeting the rigorous demands of trust accounting and accounting to the court regarding use of guardianship funds.
Our financial staff provides a wide variety of services, including:
• Budgeting
• Paying bills
• Making medical insurance claims
• Organizing tax records and preparing returns
• Inventory of financial assets
• Accounting
• Cash flow analysis
• Preparing financial statements
• Annual accounting to court or trust committees
PIC provides assistance through strictly private arrangements with individuals or families to assist people with budgeting management and problems in living. These arrangements can be limited and specific, or can be more general, based on the preferences of the client.