TrustCare

There is no substitute for a good strategy.  From retirement or elderly care planning to the financial care of loved ones or guardians; Willis & Jurasek's TrustCare Department can help assure a more secure life for you and those for whom you care.

Willis & Jurasek's TrustCare provides assistance, consultation, advocacy and educational services for individuals, families, organizations and businesses.  Our services include:

 

Direct Services

  • Routine accounting and supervision of tasks
  • Accounting for client's income and deposits
  • Payment of bills
  • Conducting routine financial transactions
  • Supervision of investments
  • Accounting for estates
  • Supervision of household expenditures
  • Distribution of IRAS and 401(k)s
  • Tax planning and income tax services
  • Preparation of payroll and tax filing for household employees and independent contractors

Consulting Services

  • Establish standards of care with the individual or family
  • Develop an inventory of community resources and services
  • Assist the individual or family establish goals of assistance, a customized delivery, plan, expected standards of performance, and the communication of expectations to care providers

Investment Services

  • Assess and evaluated the desires and goals of the client and their family to facilitate decision making
  • Record receipts, deposits and account for income providing assurance that expected revenues are received
  • Review and pay bills, and assess transactions for reasonableness
  • Manage investments and account for client's assets
  • Provide information for handling unusual or unexpected situations
  • Report to family as to the monthly activities, including complete accounting for all financial transactions
  • Provide appropriate long-term care, Medicare/Medigap, and life insurance recommendations for the preservation of assets

Assurance Services

  • Review routine financial transactions; investigate and provide financial information to responsible parties

 

 

To find out more about a plan customized to fit your assets, contact our TrustCare Director, Shirley Keena, at (517) 990-9755 or (517) 788-8660 ext 336 or email her at shirleyk@willispc.com