Financial Services
Lodge Life Services offers specialized bill paying and money management services to individuals who have been deemed incapable of handling their own affairs by Social Security, the Veterans Administration, and the court system. Often, individuals are quite capable in handling many of their own affairs but need minimum assistance in staying on top of monthly bills and budget matters. Or individuals need assistance with bill paying and money management services as part of a broader support plan.
Veteran’s Administration Fiduciary
What is a VA Fiduciary? Read More
- A fiduciary is a person or entity appointed in a representative capacity to receive monies paid under any of the laws administered by the Secretary of the Department of Veterans Affairs (VA) for the use and benefit of a minor, Veteran, or other beneficiary who has been determined to be unable to manage their financial affairs.
Lodge Life Services offers VA Fiduciary services to individuals or families who are entitled to receive benefits from the Department of Veterans Affairs. The program manages a person’s monthly budget, pays bills, saves funds on behalf of the beneficiary, monitors notices from the Veterans Administration that can affect a person’s benefits and completes the necessary and required reporting.
Money Matters Program
What are Money Matters Services? Read More
- Money Matters is a money management service for people who are incapable of handling their own affairs or who require assistance in handling their own affairs. Money Management can handle any type of income from pensions, employment income, employment benefits, or other income from investments.
The service offers monthly bill paying, budgeting and conservation of funds. The Money Matters program negotiates payment plans, prepares reports for any necessary organizations requiring reports and facilitates the filing of taxes through a qualified accounting/CPA firm. Essentially, Money Matters offers an individualized money management program based on the needs of the client.