In the beginning of a Guardianship, when we are busy learning all the little nuances about a client, it’s easy to see the world with fresh eyes. After all, they’re a new client, and their world is completely unknown to us. Once we have been the Guardian of a client for an extended period of…
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When opening up a bank/brokerage acct that you are not the owner of — such as a opening convenience account, having your name as the fiduciary, or being added to an existing account — be very aware of which social security number should be on which line — yours or the owner’s. I made this…
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It was inevitable – after nearly two decades of being bug-free, we are finally experiencing the dreaded bed bug bother with two different clients. Treating bed bugs is not easy, for many reasons, including: cost, disruption to the client, roommate issues, facility staff avoiding the room (and maybe the client), and the list goes on….
Continue ReadingHow do you handle money with a physically and socially active client who has a need for spending money in the community? While it may be tempting, giving this client spending money straight from their account can cause a whole range of problems. Many of the government support programs and services typically utilized by elderly…
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Few occupations are mandated to review the reasons for accepting new clients, but that’s what guardians do all the time. In the world of guardianship, there is an expectation that alternative solutions are explored before resorting to guardianship, and the best solution may be the least restrictive. There are many reasons why a proposed guardian,…
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