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Services

Power Of Attorney

A power of attorney is a legal document that gives someone you choose the power to act in your place. In case you ever become mentally incapacitated, you’ll need what are known as “durable” powers of attorney for medical care and finances

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Trustee

A trust can be set up either to benefit particular persons, or for any charitable purposes (but not generally for non-charitable purposes): typical examples are a will trust for the testator’s children and family, a pension trust (to confer benefits on employees and their families) and a charitable trust. In all cases, the trustee may be a person or company, whether or not they are a prospective beneficiary.

Conservator

Providing for a guardian and protector appointed by a judge to manage the financial affairs and/or daily life of another due to physical or mental limitations, or old age. The conservator may be only of the “estate” (financial affairs), but may be also of the “person,” wherein he/she takes charge of overseeing the daily activities, such as health care or living arrangements of the conservatee

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Personal Representative

In common law jurisdictions, a personal representative is either an executor for the estate of a deceased person who left a will or the administrator of an intestate estate.

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Specialties

  • Forensic Financial investigations, accounting analyst, and auditor
  • Professional knowledge with, including but not limited to, IRS, VA, DFAS, SSI, SSDI, Medicare, and Medicaid
  • Conservatorship of a Minor
  • Professional experience with investment instruments, including but not limited to stocks, bonds, mutual funds
  • Knowledge with CRS Title 15, Probate and Trusts, with professional experience in motioning and drafting Court documents
  • Previously appointed? in California, South Dakota, New Mexico, Illinois, ET
  • Knowledge and experience with buying and selling of real estate, automobiles, and physical property

Some Facts

  1. Collectively bonded up to $3,000,000 and Professional Liability Insurance for $1,000,000
  2. Responsible for third party’s assets and finances, money management, asset protection and bill pay
  3. Manager of over $5,000,000 in total assets
  4. Responsible for making financial and business decisions in behalf of a third party
  5. Forensic financial investigator, accounting analyst, and auditor
  6. Professional knowledge with, including but not limited to, IRS, VA, DFAS, SSI, SSDI, Medicare, Medicaid
  7. Knowledge and experience with buying and selling of real estate, automobiles, and physical property
  8. Professional experience with investment instruments, including but not limited to, stocks, bonds, mutual funds
  9. Proficient with income collection, budgeting, taxes, and personal needs
  10. Knowledge with §CRS Title 15, Probate and Trusts, with experience in motioning and drafting proposed orders
  11. Previously appointed as a Professional Fiduciary in the Colorado 4th & 11th Judicial Districts
  12. Experience with Conservatorship of the Minor
  13. Helping clients to move forward in ever changing economic conditions