Why Do We Focus on Guardianship?
We are often asked how we became involved in guardianship. Guardianship (called conservatorship in some states) is an area that is rather unique after all and it isn’t an area that most financial professionals know a lot about. The truth is that we didn’t set out to focus on guardianship. Rather, guardianship found us. In 2012, Jesse’s older brother was involved in an automobile accident and Jesse became his guardian. It was during this process that both Jesse and Casey learned much about guardianship. Through the process of guardianship, Jesse was able to help his brother protect his assets and best position him for the future. This story ends in a very positive way as Jesse’s brother was able to not only have his rights restored, but was also able to rebuild his business into one that is more successful now than prior to his accident. This experience taught Jesse the value of guardianship, but also how truly confusing it is for many people. Since 2012, Jesse has been involved in guardianship in the Wealth Management arena and for the past several years has been a Board Member of the Florida State Guardianship Association. Jesse has worked tirelessly to make the financial aspects of guardianship less daunting for clients and their wards.
What is Guardianship Corner?
Guardianship Corner is Peck Bulgin Wealth Management’s little “corner” of the world dedicated to all things guardianship. Our hope is that those seeking information on guardianship can find something here that can make their lives (and their ward’s lives) a bit easier. On this page you will find pertinent articles on guardianship, blogs with our advice on particular financial issues within guardianship, interviews with some of the best professional guardians, attorneys, judges and more. Whether you are a new or seasoned professional guardian, family guardian, attorney, concerned family member or anyone else with an interest in guardianship, we hope that you find value in the information that we have provided. Please reach out to give us your feedback and what you would like to see more of. To those of you who work in guardianship, thanks for all you do. It isn’t easy, but it is worth it.