Talk of The Villages Florida - View Single Post - Solo Agers (single & no kids)--how are you planning for live in your 80's & beyond?
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Old 02-17-2024, 08:20 AM
retiredguy123 retiredguy123 is offline
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Originally Posted by PersonOfInterest View Post
Hiring an accountant / bookkeeper to handle bill paying should not be that difficult. Accounting / Bookkeeping firms regularly handle Accounts Payable for small businesses without issue. There is really no liability issue with this situation. It is a business arrangement just like that between the Accounting firm and a business contracting for that service. There are different levels of control to which the service can be tailored. There should be many CPA or Enrolled Agent firms as well as bookkeeping service firms who would be available to provide this service.
The issue of liability is if the bookkeeper or CPA is managing a person's money who is mentally incapacitated. They need to make financial decisions that could be challenged by family members, a court, or another entity. That is why it is important to simplify your finances as much as possible before you become incapacitated. I asked several attorneys if they provided this service, and every one said no, and that they could not recommend anyone.