There inevitably comes a time when your health or lifestyle dictates that you cannot or do not want to be actively handling all aspects of your financial estate.  Often an unexpected illness is the culprit.  When it isn’t illness, it is a lifestyle change that requires a different level of planning for the future.  Either way, having a corporate fiduciary lessens the burden on you and your loved ones and puts the financial work in the hands of professionals.  Only when your situation calls for it, we can step in and immediately begin handling your financial estate, including receiving all income to which you are entitled, paying your bills, managing a home or other real property, managing and safeguarding your investment and retirement accounts, and planning for your future financial needs. Often this level of work is daunting for a family member, who might also be trying to provide for your care and personal well-being.