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Trustee Services

Selecting a Trustee to follow your trust instructions is an important role and requires knowledge, diligence, and sometimes conflict resolution among beneficiaries. While many people will designate a spouse, family member, or friend to serve as Successor Trustee, there are several circumstances in which the Grantor and family are better served by the appointment of an unrelated person. This may include…Learn More

DPOA, POA, power of attorney, protection, incapacitated, aging issues

Power of Attorney Services

An Agent under a Durable Power of Attorney (DPOA) is an important component to your estate plan. When you assign a DPOA, you are designating someone who can act on your behalf to make medical and/or financial decisions in the event you become incapacitated. A Power of Attorney (POA) is slightly different. A POA…Learn More

Conservatorships

In the unfortunate event that you become incapacitated by illness, accident, or aging, and you do not have family or friends available to advocate or make decisions for you, a conservatorship may be assigned to you by the probate court. A conservator may support your care and wellbeing and/or manage your financial assets while you are incapacitated. There are different types of conservatorships, which one you need depends on…Learn More

RIA, fee-only, financial advice, advisor, adviser, tax services, stocks, bonds, ETF portfolios, investment management. financial planning, retirement planning, notary services, Lighthouse Financial, financial coaching, stock portfolios, fund portfolios, bonds.

Money Management

There are a variety of reasons to hire a day-to-day money manager. For aging clients, the new technologies and consistent economic changes may warrant a desire or need for a non-family member to provide property management, investment oversight, bill paying, or other financial support to plan, monitor, and execute critical financial matters while remaining diligent against attempts of elder fraud…Learn More

Business Oversight & Management

As a business owner, your business plays an important role in you and your family’s financial wellbeing. Many family businesses do not have a succession plan in place to ensure that business continuity is possible during times of incapacity caused by accident, illness, or aging. Several critical steps should happen when the owner can no longer run the business. These steps may include…Learn More

Training and Education

Many times family members and friends, who become successor trustees, executors, or conservators, have very little experience or understanding of the role they have entered. MEC provides training, consulting, and advisory services designed to build confidence, competency, and clarity to successfully fulfill their responsibilities. Learn More


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