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Financial Organizing and Record Keeping

  • Organize and create a system for record keeping

  • Create Important Documents File including Important Contacts and Financial Account locations/beneficiaries

  • Review monthly bank and credit card statements for potential fraud

Budgets and Statement of
Net Worth

  • Create monthly income, expense and savings budget

  • Create analysis of actual compared to projected income/expenses

  • Prepare a Statement of Net Worth detailing assets and liabilities

  • Review fees to ensure you're not overpaying for services

Estate Planning/Medicaid Support

  • Create summary of all assets to help with estate planning

  • Ensure all assets are properly worded for Transfer on Death (TOD), Pay on Death (POD) or In Trust For (ITF) as per client’s wishes

  • Ensure clients transfer assets into trusts as per attorney’s instructions

  • Help gather financial records for medicaid applications

 

Taxes

  • Organize documents for income and expenses for Income Tax Returns

  • Track charitable contributions, medical and other expenses to maximize deductions

  • Confirm extensions have been filed if necessary

  • Review correspondence and work with accountant when needed

Moving Management

  • Interview and secure estimates for professional organizers to sort belongings, furniture and art

  • Arrange for the profitable disposal of unwanted items through auction, estate sale, buy-out, consignment, on-line, donation or a combination of the above

  • Interview, schedule and oversee movers

 

  Financial Issues of Divorce 

  • Help client complete accurate Statement of Net Worth including a detailed monthly expense budget

  • Provide client with complete understanding of their financial situation.

  • Educate clients on the financial pitfalls of divorce

  • Vet and provide clients with potential mediators/attorneys

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