Guardianship & Special Needs Trusts
Court-ordered guardianships protect the estates of those who are unable to handle their own financial responsibilities, typically children or disabled adults. A financial guardian is responsible for managing all assets in a prudent manner.
Enjoy the peace of mind that results from a responsible and sensitive provider.
As an impartial and experienced provider, Citizens Wealth Management will handle all financial responsibilities. We will:
- Pay all bills and ongoing expenses
- Determine overall cash flow requirements and living expenses
- Establish a monthly budget
- Coordinate medical insurance filings and expenditures for medical equipment
- Arrange for preparation of state and federal income tax returns
- Invest and manage all assets, including real estate
We take pride in administering estates to ensure the financial needs of our clients are met until they reach legal age or, in the case of special needs children and disabled adults, for the rest of their lives.
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Trust services offered by Citizens Banking Company
For more information, call 800-604-9368 ext. 2410 or email
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
