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We can act as guardian/conservator of the estate.

Midland Wealth Management administers court-ordered guardianships/conservatorships for minors or disabled adults to preserve and protect a ward's assets.

Some examples include:

  • Minors or disabled adults receiving proceeds from a personal injury or wrongful death lawsuit
  • Minors receiving an inheritance as a result of their parents’ untimely death
  • Adults judged as unable to handle their financial affairs
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Our Services

As guardian/conservator of the estate, we prudently manage your loved one’s affairs through the following services:

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Establish a monthly budget

 

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Pay all bills and ongoing expenses

 

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Determine overall cash flow needs and living expenses

 

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Coordinate medical insurance payments

 

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Pay ongoing medical expenses

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Prepare annual court accountings

 

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Prepare state and federal income tax returns

 

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Invest and manage all assets, including real estate

 

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Investigate and pursue all available public benefits (e.g., Social Security, Medicaid)

 

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Assist in establishing special needs or OBRA trusts to protect current or future eligibility for SSI and Medicaid benefits

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We are your neighbors. Living, working and contributing in the same communities. It is the very foundation of our client philosophy. 

We are independent, credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust and comprehensive wealth management strategies to serve our clients.

 

Our strategy starts with you. We believe that it is essential to take the time to understand each person and every goal. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.

Contact us today to discuss your financial needs.

Meet the Team   888-637-2120

Let's Connect.