The client has dementia associated with Alzheimers disease and his children reside out of state, hundreds of miles away.  After discussions with all the involved parties (children and care managers) I visited the client on short notice. It became obvious rather quickly that his affairs had been neglected primarily due to his lack of desire to have anything to do with his bills.  The client was a successful Certified Public Accountant for over fifty years. 

Damage control became priority number one.  But one of the first challenges was convincing him to sign the checks for all the outstanding bills, since there was no power of attorney involved on the checking account due to the immediate need.  Lost credit cards, a companion taking advantage of him (and stealing his money), and continuing decline in mental capacity presented additional challenges.

As we fast forward a few months and things have stabilized and running smoothly from a bill-paying and financial perspective.  Guardianship proceedings have commenced to protect the interests of the client and aides are now situated in the home as a result of the diminished capacity.  Our payroll service is now being utilized and our ability to shield the family from the day to day financial issues has proven its value. 

Call us up and ask us how we can be of service to you.  And if you want, we'll give you the contact information on behalf of this client, whose children have graciously agreed to be references for us.