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Monday, January 17, 2011

The Necessity to Use a Daily Money Manager

On occasion Medicaid attorneys will need the assistance of an expert in handling the paperwork for their clients both on a daily basis and for Medicaid purposes. Attached is a description of Liberty Paperwork Solutions describing their services.

My name is Emily Lutz, and my company is Liberty Paperwork Solutions LLC. We are part of a relatively new and growing professional field known as Daily Money Management. Daily Money Managers help individuals and families with their personal paperwork. This may include bill paying, checkbook balancing, filing, organizing and budgeting, as well as submitting and tracking medical insurance claims.

Older adults as well as busy professionals are likely to engage the services of a Daily Money Manager. DMM services can help older adults maintain independence while providing their adult children with peace of mind, knowing their parents’ needs are being met.

We work closely with our clients’ other network of professionals, including attorneys and accountants, so that all information is shared in a timely and accurate manner. If and when the time comes to apply for Medicaid, we can move the application process along by helping to retrieve statements that satisfy the Medicaid “look back” period. We also monitor the accounts on an ongoing basis to make sure the Medicaid recipient does not exceed the specified resources in order to remain eligible.

Liberty Paperwork Solutions LLC has been helping people take care of their personal business and paperwork tasks for over 4 years. With an extensive background in banking and working with seniors, we have many satisfied clients. We are a member of the American Association of Daily Money Managers, and are fully insured. For further questions, or to schedule a complimentary consultation, I can be reached at Emily@LibertyPaperworkSolutions.com, or 973-462-5733.

Disclaimer: This article does not constitute legal advice and each person may have unique facts for which legal consultation may be necessary.
© January 2011, Post 131

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