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Fiduciary services

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Daily Money Management

Elder Law Attorney for Rhode Island, Eastern Connecticut and Southeastern Massachusetts

Managing household finances and running a home can sometimes be overwhelming.  These tasks become even more burdensome as we age and depending on adult children, who are often balancing raising their own families with a job, to take on this responsibility can lead to problems for both parties. 

 

Connelly Law Offices, Ltd.'s Professional Fiduciaries provide daily money management services to individuals.  Because of our background in elder law, we include household money management, bill paying services, create planning scenarios for families, and advocacy with insurance companies and creditors.

 

It is Connelly Law's goal to help independent seniors stay independent as long as possible while providing their family with a sense of relief and comfort.  For over four decades, we have helped thousands of clients navigate the often unfamiliar waters of the aging process.

Connelly Law Offices, Ltd.'s daily money management services also include:

 

  • Household management

  • Bill payment

  • Creating and tracking household budgets

  • Managing in-home contract workers and household payroll

  • Gathering and organizing documents needed for preparation of annual tax returns

 

Connelly Law Offices, Ltd.'s professional fiduciaries can also conduct a personal asset inventory:

  • Gathering the information necessary for estate, trust and tax planning

  • Help families ensure that trusts are properly funded

  • Provide free notary services to our clients

Connelly Law Offices, Ltd. is a member of the American Association of Daily Money Managers,  

 

The American Association of Daily Money Managers (AADMM) is a national membership organization representing individuals and businesses in the field of daily money management. Daily Money Managers (DMMs) deliver essential financial services to seniors and older adults, people with disabilities, busy professionals, high net worth individuals, small businesses and others. 

 

Rhode Island, Southeastern Massachusetts and Eastern Connecticut Elder Law Attorney

Call Connelly Law Today

Rhode Island Elder Law Attorney

855-724-9400

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This website includes general information about legal issues, issues affecting seniors and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues and/or problems.