Conservatorships
Care for an adult who cannot care for himself or herself or manage his or her own personal decisions and/or finances.
Since 1993 Joanne Holman Stine has provided fiduciary, bookkeeping and problem solving services for the elderly and disabled.
What is a Fiduciary and how can we help?
A Fiduciary is a person who manages the relationship of a trust, special needs trust, conservatorship, estate or problematic personal or financial issues with one or more parties. Typically they will manage the lifestyle or assets on behalf of a person who can't do so themselves or has some reason why it would be better for someone else to provide professional management. This person needs to be unwavering and beyond reproach in the duty of this management.
At Stine & Associates, we have more than 25 years experience helping people. We take the time to sit down with new clients to understand their situation and provide guidance as to how we can help. As needs change, we meet with the parties to keep clients appraised of the state of affairs, to make them feel personally and financially safe and sound.
Whether it's an individual who can no longer take care of their own finances, someone who needs special attention to help have their personal issues and finances managed, or a probate administration, we can offer the help and support to give the client what they need.
About Joanne Holman Stine
Since 1993 Joanne has been a Professional Fiduciary, first working through the Friends of the Court program in San Mateo County and then as a licensee under the guidelines of the Fiduciary Bureau of California, which became law in 2008. She is licensed to perform fiduciary duties throughout the state of California. Since moving her business to Auburn in 2014, she has continued to provide professional bookkeeping and professional and individual care as well as problem solving services, traveling to clients for visits both at home and in care placement facilities. Her professional and individual attention, coupled with extensive experience, brings a level of support that is unmatched in this field.
Services
Trusts & Estates
Working with attorneys, advisors, families and other professionals to secure the financial well-being of our clients, including working with Special Needs Trusts and decedents estates.
Consulting
From budgets & bookkeeping, to family meetings and medical professionals, to elder or special needs care and placements, we can help guide the conversation.
Accounting
In house preparation of required accountings.
Get In Touch
Stine & Associates, Inc.
- Office
659 Lincoln Way
Auburn, CA 95603 - Mailing
P.O. Box 546
Auburn, CA 95604 - Phone:
(530) 885-4242