When someone dies, one challenge is managing what to do with the things that the person owned, including a home, car, other belongings, and investments. Even if the details on who gets what is specified in a will, there still needs to be a person or people to perform certain tasks leading up to and after the passing of a loved one.
Now, Secure Aging is a place where you can turn for help with estate management. Estate management is ideal for:
- An adult child who lives far away and can’t manage the local organizing and legal tasks associated with a parent’s death. Or, adult children don’t have the time to manage the many tasks associated with estate management.
- An older adult who doesn’t have any family to handle estate management.
- An older adult who wants to get his or her affairs in order so loved ones have less work to do when he or she dies.
- A person who has special items—for instance, collectibles—and wants to have assistance in managing this upon his or her death.
Specific examples of tasks that Secure Aging staff will handle for estate management include:
- Serving as power of attorney and/or successor trustee.
- Serving as Health Care Surrogate and providing advocacy for the family on diagnosis and treatment
- Paying bills associated with a home.
- Helping to organize items in a home that belonged to the loved one and working with a real estate agent to get the home sold.
- Retitling investments to trusts.
- ….and more.
Secure Aging recently began to offer estate management due to requests from clients and local attorneys, says Melissa Leedom, CPA, owner of Secure Aging. “People want to live with some peace and dignity and want to know that what they hope for their legacy is carried out,” she says. Clients feel a sense of relief knowing that Secure Aging will help get their estate in order.
Instead of charging a percentage of the assets as other administrators might do, Secure Aging charges its regular hourly rate. This helps to make estate management more affordable.
Secure Aging’s estate management service rounds out the care management and financial management offered for seniors. In fact, our various services often go hand in hand. A client may want our trained health professionals to help manage their health decisions if they are sick and then turn to us for additional help to make sure their estate is in order.
For more information on Secure Aging’s new estate management, service, contact our office at 941-761-9338, or find us online.
Call Secure Aging to Find Out How We Can Help Seniors With Estate Management
At Secure Aging in Bradenton, we transform the weight of the world into a sigh of relief for our senior clients and their concerned family members. The mission of Secure Aging is to protect and preserve our client’s independence and dignity through careful and thoughtful financial and care management. As our clients’ age, it is their desire to remain independent and age with dignity. Our services protect our clients from talented con artists looking to exploit and deplete the financial resources of our vulnerable seniors. Secure Aging helps families in Manatee County and Sarasota County and in and around the communities of Anna Maria, Bradenton, Bradenton Beach, Ellenton, Holmes Beach, Lakewood Ranch, Longboat Key, Myakka City, Palmetto, Parrish, and Sarasota. Call us at 941-761-9338, or visit us online at www.secureaging.com.