Assurance Services - Examine investments and trust activity, test service providers to make sure they meet agreed upon criteria, verify third party calculations such as pension, insurance and annuity payments.
Consulting Services - Help family monitor care, Medicare and Medicaid, evaluate insurance needs, communicate expectations to care providers, estate and other such planning.
Direct Services - Paying bills and deposit receipts, ensuring expected revenues are received, supervising property, submitting insurance forms, income and gift tax planning and preparation, and preparation of employment tax returns for caregivers and household help.
