Fiduciary Services

Power of Attorney/Durable Power of Attorney

A power of attorney (POA) document allows another person to act on your behalf in matters spelled out in the document. The powers authorized remain in force as long as you have the capacity to perform them, or at which time you choose to have someone else, such as a fiduciary, take care of them for you. Should you become incapacitated, the durable power of attorney will allow whomever you designate to perform the duties designated in your POA documents. Some of the powers of attorney granted in a typical POA document include:

  • Paying bills
  • Handling banking transactions
  • Managing investments including real estate
  • Overseeing completion and filing of tax returns
  • Managing retirement plan transactions

By appointing a fiduciary as your designated power of attorney, you and your family can rest assured that your affairs will be attended to regardless of your interest in or ability to manage them for yourself.

Trustee Services

Most estate plans name a family member or close friend as the successor trustee without regard for whether the responsibility might be too much of a burden for the person being appointed. In some families the appointment of one person may create unwanted conflict with other family members. By appointing a fiduciary as the trustee or successor trustee, your estate plan will be managed in accordance with the trust document, while being mindful of possible family dynamics.

Business Accounting Services

Marcon Fiduciary Services can also assist you with your business accounting including taking over or installing an accounting system. We can create or update the chart of accounts and provide monthly bookkeeping services. My background includes the ability to analyze up to a Board of Director level review of the operation.

Personal Financial Planning Assistance

Do you need help assessing your financial situation? If you are willing to change your habits we can develop a plan, together, that will get you started toward a new “normal.” We can work one-on-one or in a group setting (including family or business partners). I can facilitate Financial Peace University sessions (Dave Ramsey) for you or your organization.

Other Services

  • Preparation of annual/biennial trustee accountings for probate court
  • Help with consolidating retirement plans
  • Compiling information for year end tax return preparation
  • Set up Quickbooks to work with your business