About CSIContact CSIFAQsContact CSI

Home  > FAQs > FAQs |  Rates |  Financial Tips |  Why CSI? |  Resources

Financial Tips

When faced with handling the financial affairs of another, CSI supports the common sense recommendations cited by most elder law experts. In short, basic financial protocols commonly used in business are very effective. See below for guidelines:

  • Have a written "job description" for the person handling the finances and/or the attorney-in-fact (the person who has Power of Attorney)

  • Have a "transition plan" for that role, should the person performing that function become unable to continue

  • Spell out exactly what is expected from this person and the expected timeframe in which jobs are expected to be completed

  • Establish regular financial accounting and reporting deadlines

  • Require more than one signature on checks for purchases over a set dollar amount

  • Establish special requirements for major transactions – such as transferring real estate or taking out a second mortgage

Q: Did you know?
 - April 16 is the annual National Healthcare Decisions Day.

 - Less than 50 percent of the severely or terminally ill patients studied had an advance directive in their medical record.

 - Only 12 percent of patients with an advance directive had received input from their physician in its development.

 - Between 65 and 76 percent of physicians whose patients had an advance directive were not aware that it existed.

>> Read More FAQ’s

Based on my personal experience in which my firm has worked in tandem with CSI, I recommend CSI, without reservation, to those in need of trustee, guardianship or conservatorship services
- Scott A. Makuakane, Attorney, Est8Planning Counsel LLLC
  >> Read More Testimonials

CSI, Inc.: Comfort - Security - Independence
1164 Bishop Street, Suite 1505, Honolulu, HI 96813 [map]
www.CSIhawaii.org | Phone: (808) 538.0353 | Fax: (808) 523.7077
Site design by Schweitzer Consulting