Planning for Incapacity - Money Management Services
Money management services assist people to manage their daily financial affairs, such as paying bills and balancing their checking accounts. They may also help with tax preparation or filing for government or private insurance benefits.
When selecting a money management service, consider the following:
- Does the service have a control system to reduce the risk of mismanagement?
- Is the service bonded and insured?
- Has this service been recommended by a person or organization I trust?
- What are the costs? Is it a flat rate or a sliding rate based on income?
- Have their been any complaints filed with the Better Business Bureau?
- If this is an individual, does he or she have a criminal history?
|