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Office Hour Change

Effective January 16, 2015:

Monday – Thursday
9:00am - 5:00pm

Friday
9:00am - Noon

We will be unavailable for appointments or phone calls on Friday afternoons, so that we may finalize our work for the week. This also ensures that we have some uninterrupted time to devote to the needs of our clients.

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Going Down the Rabbit Hole

 

 

As a plenary guardian for the person and property, there is a lot to do. The question is how far to go? What is the possible net gain?
The cost of doing this is something to consider. The courts expect value for the time you spend (and time charged to the client). They also may expect you to look for unclaimed funds, but they do not want you to “waste” the ward’s time (or money) going down rabbit holes that have nothing in them.

But, how do you know if all the research and time will end up benefiting the client in the end?
We became the guardian for Mrs. T. in 2012. Her spouse had passed away in 2007.
Since her job was an admin in H.R., she was organized and a well-trained, experienced administrator, it would be reasonable to assume that she had filed for his life insurance claims years before, right?

 

Nope, not only that but for over those 5 years since his death, she had been continuing to have his life insurance premiums deducted from her federal pension, costing her thousands.

 

Because we did all the research, going back 5 years, we were able to file for his life insurance claim and get the reimbursement of all those premiums as well. Thousands of dollars gained…this time.

 

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