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:
As guardian/conservator of the estate, we prudently manage your loved one’s affairs through the following services:
Establish a monthly budget
Pay all bills and ongoing expenses
Determine overall cash flow needs and living expenses
Coordinate medical insurance payments
Pay ongoing medical expenses
Prepare annual court accountings
Prepare state and federal income tax returns
Invest and manage all assets, including real estate
Investigate and pursue all available public benefits (e.g., Social Security, Medicaid)
Assist in establishing special needs or OBRA trusts to protect current or future eligibility for SSI and Medicaid benefits
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.
