San Francisco

San Francisco

Friday, July 15, 2011

Beware of the Fiduciary

who claims...

"We can grow with your needs.
We are experienced in the full range of fiduciary services."


Experience in the full range of fiduciary services includes:
Trust and Estate Administration
Conservatorship
Guardianship
Medi-Cal and Social Security Advocacy 
Daily Money Management
Care Management
Home Care
Think about it...
In this example, the fiduciary is responsible for the conservatee, has total control of the money and can pay themselves whatever they decide to bill for their services even if they don't provide the services.