View Single Post
Old 07-05-2016, 02:23 PM
  # 13 (permalink)  
Ariesagain
Guest
 
Join Date: Jan 2016
Location: Northwest
Posts: 4,215
I'm going to throw out another idea...estate planning/management for seniors.

I'm going through this with my aging parents right now and essentially my father has money stashed in a zilion places, which made sense for diversification but is now an organizational nightmare. Some are pretax, some are after tax, some are tax free, some are state tax free but the IRS get a chunk...it's a mess.

It's also a really delicate issue in helping people who may have lost many of their cognitive faculties make difficult decisions in a timely way. It takes enormous patience and compassion...which is where you would come in.

We have a choice among their expensive estate attorney, an expensive tax attorney, and an expensive tax accountant and what we need to get done falls just outside of the job description of any one of them.

Just throwing that out there as an idea...
Ariesagain is offline