August 11, 2025 • 16 mins
What happens when there's no one to manage your finances as you age? This question haunts millions of Americans aging without traditional family support networks.
Jennifer Szakaly, co-founder of Silverstone Financial Fiduciary, reveals how her decades of gerontology experience led to creating a solution for this growing demographic crisis. With the fastest-growing segment of older adults being those without children or family support, Jennifer identified a critical gap in elder care services – professional fiduciaries who can serve as financial power of attorney agents.
The conversation delves into the practical challenges solo agers face: unopened mail piling up, utilities being disconnected due to unpaid bills, and vulnerability to financial scams. Jennifer explains how Silverstone bridges this gap through a fiduciary relationship built on trust, care, and loyalty, working alongside existing financial advisors and CPAs rather than replacing them. Her partnership with Philip Markson combines her care management expertise with his financial acumen to create a service that helps prevent court-appointed guardianship – a situation that strips individuals of their rights and should be "avoided at all costs."
Most compelling is Jennifer's insight into the psychology of aging: "We just don't want to believe that, as we age, we're ever going to get to a point where we can't do something ourselves." This denial leads many to delay critical planning until it's too late. For adult children living far from aging parents, Silverstone provides peace of mind through local oversight and coordination of services.
Whether you're planning your own solo aging journey or supporting an aging loved one, this episode offers crucial insights into protecting financial independence and dignity through professional fiduciary services. Visit SilverstoneFF.com to learn how professional financial fiduciaries can provide the support network many Americans increasingly need.
Silverstone Financial Fiduciary
Jennifer Szakaly
704-749-3118
6135 Park South Drive, Suite 510, Charlotte, NC 28210
inquiry@silverstoneff.com
silverstoneff.com
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
This is the Good Neighbor Podcast, the place
where local businesses andneighbors come together.
Here's your host, Regina Lee.
Speaker 2 (00:10):
Hello everyone and welcome to another episode of
the Good Neighbor Podcast.
Here in Charlotte, northCarolina, my favorite thing to
do is talk to local businessowners, and today I have with me
Jennifer Szakaly.
Jennifer, I met you many yearsago and I know you are now the
co-founder of SilverstoneFinancial Fiduciary Welcome.
Speaker 3 (00:32):
Yes, thanks for having me.
Speaker 2 (00:33):
Yeah, I happened to do a podcast a month ago with
your co-founding partner, philipMarkson, and I guess this has
all come about since thatpodcast.
So tell us what SilverstoneFinancial Judiciary is.
Speaker 3 (00:49):
Yes, yes, this has been a new business that we're
excited about, that we've juststarted in the last few months.
So Silverstone is anorganization that people can
appoint in their documents toserve as agent under a financial
power of attorney.
So as people age, they'regenerally aware of the fact that
(01:13):
they need to have a healthcarepower of attorney in place and a
durable or financial power ofattorney.
Really, any adult over 18 needsto have these documents in
place.
But as you're aging, you tendto think about the people that
are around you a spouse, adult,children, that sort of thing and
increasingly the fastestgrowing kind of sub group of
(01:37):
older adults in our societyright now are the people who are
child free, single, nevermarried, widowed or estranged
from family.
And if you look at all of thosepeople, they're having to
create kind of a chosen familyand really build community
around them.
And there's two kind ofimportant pieces where they
(01:58):
really need to make sure they'vegot support and one of those is
making sure that they canidentify a person or an
organization who can serve asthat financial power of attorney
.
So we created Silverstone tomeet that need.
Speaker 2 (02:14):
So in visiting your website, you come with a lot, a
lot of experience.
Tell us a little bit about thisjourney.
Tell us a little bit about thisjourney, and you know what you
mentioned is you guys identifieda gap that existed in this
whole caregiving profession.
Speaker 3 (02:41):
So share us, your share the journey, yes, yes.
So I'll re quickly recap thelast maybe 25 years.
I have a master's degree ingerontology, and so I've always
had jobs within the agingindustry, and 20 years ago, I
started Caregiving Corner, whichis a care management company,
and we were increasingly askedif we would be willing to serve
as healthcare power of attorneyin our capacity, as you know, as
(03:04):
care manager and withCaregiving Corner, and we began
to see kind of the signs of thatpopulation that I was just
talking about, people that aresolo, aging and that really need
to have professional servicesthat they can rely on.
The issue, though, is that, ascare managers, we can't also do
(03:25):
the financial piece, and soCaregiving Corner has only
really ever been able to step inand help with the health care
power of attorney, but everytime we had attorneys that were
calling us, saying I've got aclient for you who needs to be
in your solo senior program.
They need you to be health carepower of attorney.
Do you know anybody that can dothe financial power of attorney
piece?
We didn't have anything, and soPhilip and I started talking
(03:50):
about some business ideas andways that we could work more
closely, and I mentioned it tohim because this is definitely
up his alley.
He's got a Harvard MBAfinancial background and so I
kind of put this in front of himas an opportunity for us to
partner, where I could kind ofdevelop the program and connect
(04:13):
Silverstone with all of theright people that need to know
about this offering, and thenPhilip is kind of running the
day-to-day of the business.
So it's been a greatpartnership and, just as we
suspected, it has really, reallytaken off.
But it's something that you knowover the years, as I became,
you know, certified care managerand then later as a guardian,
(04:36):
I'm very active in the NationalGuardianship Association.
You know, one of the componentsof guardianship can sometimes be
that a person finds themselvesunder guardianship because they
never had these documents inplace, and so that's really an
opportunity that as soon as Istarted getting involved with
the National GuardianshipAssociation and became certified
(04:58):
with them and I'm now anational master guardian,
national Master Guardian Ireally saw this as an
opportunity to do somethingprofound to possibly change the
trajectory of there even beingas people that are in
guardianship situations.
And, of course, if you're underguardianship, your rights have
been taken away from you and thecourt is assigning someone to
(05:21):
be responsible, so it'ssomething that should be avoided
at all costs.
But what Silverstone does waskind of the missing piece that
we still needed.
So I was so excited that Philipwas interested and eager to
look to see where this went, andwe have just had a tremendous
amount of success, you know, inenrolling people just in the
(05:43):
very short amount of time thatwe've been open.
So it's very exciting.
Speaker 2 (05:46):
Yeah.
So when is the perfect time, inyour opinion, to think about
this?
Because you're not replacingthe financial planner or CPA or
the attorney that does yourwills and estates.
You're just are you the bridgebetween that?
Speaker 3 (06:05):
Yeah, we kind of are, you know.
So, as people, you know themost basic need that people have
, that they start to strugglewith is keeping up with their
bills, paying bills.
You know if you've got a seniorwho's living at home alone,
they're managing their householdexpenses.
You know bills are coming in.
They might have had theopportunity to set up, you know,
(06:27):
auto, auto pay, but but maybesomething's kind of gone awry
with accounts or something likethat.
They're starting to beutilities turned off, that sort
of thing that's pretty commonfor us to see.
And you know that is just aperson that probably needs some
assistance, somebody to comealongside them and manage the
bills, stay on top of everything, make sure that things are
(06:47):
being paid and perhaps even alsoyou know sign contracts if
they're starting to use careservices, if they are starting
to use meal prep services to beable to stay at home
independently.
You know, all of the differentservices that you need later in
life come with contracts and noteverybody has a family member
that's going to step in and bethe person that signs the
contract.
(07:08):
So I would say, you know, it'snever too early to be thinking
about it.
We have found that the peoplethat are going to be solo agers
already kind of know that prettyearly on.
They know that they didn't havekids and so they're going to
have one another.
If maybe they're still married,they're going to have their
spouse, but they don't have thatbackup person.
(07:29):
You know what happens ifsomething happens to my husband
first and then I'm.
You know that I don't have asecond person named in my
document.
So so we do have peopleplanning ahead, but we also have
some people that have gotten toa point where it's time for the
financial power of attorney tostep in and start doing lots of
things for them, but thefinancial power of attorney is
(07:49):
very overwhelmed and they'vedecided that they can't really,
you know, assist the person theway the person needs to be
assisted.
Speaker 2 (07:57):
Yeah, so this is kind of like the day to day, easier
things that normally maybe a kid, an adult child, wouldn't step
in and help.
You know that's happening in myown family, so my wheels are
spinning.
You know it's, I think, theword fiduciary.
Explain that, because it soundsto me that's the key to all of
(08:18):
this.
Speaker 3 (08:19):
Yes, absolutely yes.
So a fiduciary is any person ororganization that acts on
behalf of another person, andthis is the important part
they're legally obligated to actin that person's best interest.
And there's kind of differentcomponents that really come
along with fiduciary, and thoseare trust, care and loyalty.
(08:43):
So those are kind of thestandards that we are held to as
fiduciaries, and it's reallyimportant we're going to be
taking the best care of assetsor, you know, bank accounts,
whatever it is that we arehelping manage.
The component of loyalty is thatwe are going to do whatever is
needed.
We're going to place your needsabove ours, and trust is huge
(09:07):
when anyone is serving in afiduciary capacity.
You're trusting that they'reacting on your behalf, without
you in some cases, and so youneed to know that you can trust
them.
So we felt like it was reallyimportant to have the word
fiduciary, even though it's hardto spell yeah, it's hard to say
yes.
(09:28):
We felt like it was importantto have that in the name of our
business because we reallywanted people to know that
that's.
We put that at the forefront ofeverything that we do.
Speaker 2 (09:37):
So you have, then, the credentials in all of those
things you described, that youhad to get certified in order to
use that word.
Speaker 3 (09:48):
Yes, yes, so so Philip is a certified financial
fiduciary.
He went through that processearlier.
You know, and what's nice aboutthis is that that comes with its
code of ethics and standards.
I, as a care manager, have arobust standard of practice that
I get from my professionalorganization and the code of
(10:09):
ethics, and then the same thingwith guardianship.
So I feel like the two of us,as people that started this
business, are certainlyblanketed in, you know, as many
kind of guide points as wepossibly can be, as you know, as
to show us the way forward andhow we should be treating each
and every one of our clients.
Speaker 2 (10:28):
Is this state regulated?
Are you able to do this forpeople anywhere?
Speaker 3 (10:34):
We're able to serve anywhere.
What's going to look differentis how that's drawn up in the
documents, because power ofattorney documents look
different depending on the statewhere you've drawn them up.
Yeah, and so if we're workingwith a client, you know, because
Charlotte is a border town andwe're in between North and South
Carolina, we get a lot ofpeople that are in South
(10:54):
Carolina.
They are going to need to havean attorney that's barred in
South Carolina and able to dodocuments, and we're going to
make sure that that attorney isusing the correct language to
meet the statutory requirementsfor South Carolina.
Speaker 2 (11:10):
Absolutely Very cool.
What are some of themisconceptions?
I know the business is young,but are there misconceptions
you're finding as you talk withpeople?
Speaker 3 (11:20):
Yeah, I think the biggest misconception is that I
think people feel like theydon't necessarily need to have
these documents in place, and Ithink if you talk to any estate
planning attorney, that's goingto be something that they're
going to echo as well.
We just don't want to believethat, as we age, we're ever
going to get to a point where wecan't do something ourselves.
And, you know, frankly, evenfor us in the industry, it's not
(11:43):
something we want to thinkabout.
But the reality is is that itdoes happen and it happens to
nearly everyone.
There's very few people thatare living well into their 90s
at home alone with absolutely nosupport or assistance at all,
and so you know, when you lookat that, you really do have to
be very intentional, and I thinkthis model shows people that if
(12:04):
you're not intentional by doingthe work and setting things up
in place ahead of time to makesure that you're covered, I can
tell you personally what happenson the back end when it's a
guardianship situation, when youare then taken out of the
position of being in control andyou are, you know, essentially
stuck with whatever the courtcomes up with.
(12:26):
You know the court is obviouslygoing to make the best decision
that they can, but still, Ithink most everyone would prefer
to know that they had a hand insetting up their own affairs to
be managed the way that thatthey should be, you know, from
early on.
That's that's.
I think one of the things thatI like most about this is that
our model if we're working withpeople who are planning it
(12:48):
really gives us the opportunityto be able to build really solid
relationships with people andand then, over time you know,
are planning it really gives usthe opportunity to be able to
build really solid relationshipswith people and then, over time
, eventually that person may notknow who we are, that person
may not be able to have anyconversations with us about
their financial affairs, but wewill still be working with their
financial advisor and we willstill be getting all of the
documents to their CPA everyyear for tax filing.
(13:11):
We're still giving the attorneysupdates, but to know that we've
been able to build thatrelationship with them on the
front end is truly very special.
Speaker 2 (13:20):
Well, it comes to mind.
You know Charlotte's such a bigcity and oftentimes maybe the
adult child lives somewhere elsebut likes the idea of you guys
being local because their agingparent is here and has someone
you know boots on the ground,that knows the area.
Is that an option?
Speaker 3 (13:40):
Yes, that's definitely something we do on
the care management side andthen on the Silverstone side, a
lot of people find the logistics.
Even though banking can be doneonline and bill pay can be done
online, what we see happen ismail starts to build up at home
and so you've got a senior who'sliving at home alone.
Maybe family is out of stateand maybe they've got they're in
(14:04):
the documents as financialpower of attorney, but what's
happening is mail is starting tobuild up and that senior is
getting overwhelmed and possiblyeven confused.
So they might see a statementand think that it's a bill and
they might also be gettingsolicitations.
You know what looks like a billand it's from a fake nonprofit,
because that's a scam.
(14:26):
You know somebody is trying toget them to write a check, and
so sometimes the adult childrentell us that it's difficult to
not be right there to be able tosay mom, don't worry about that
piece of mail, and so for us tobe able to go in and kind of
manage that piece of things is ahuge help for families.
Speaker 2 (14:45):
Oh, I can just see and you know, having had a
parent go through into assistedliving and now my mom being
alone and 90, you know all thesethings come to mind and the
thing I often say is you don'tknow what.
You don't know until you arethrown into all of this and it
is a very, very complicatedthing and I just love, jennifer,
(15:07):
what you guys are doing.
So tell our listeners how theycan find you.
Speaker 3 (15:12):
Absolutely so.
Our website is SilverstoneFF.
com.
We decided not to have peoplespell fiduciary, so
SilverstoneFF.
com.
That website has got greatinformation about our services.
Great information about ourservices.
(15:34):
It's got the way to reach outif you need more assistance.
Our phone number is also704-749-3118.
Speaker 2 (15:42):
Perfect.
Thank you so much.
This is.
I can see much success in yourfuture of helping people and
families.
This has really opened my eyes.
Thank you for joining us today.
Thank you, families.
This has really opened my eyes.
Thank you for joining us today.
Speaker 3 (15:55):
Thank you, regina, this has been fun.
Speaker 1 (15:58):
Thank you for listening to the Good Neighbor
Podcast.
To nominate your favorite localbusinesses to be featured on
the show, go toGNPSouthCharlotte.
com.
That's GNPSouthCharlotte.
com, or call 980-351-5719.
This is the Good Neighbor Podcast, the place
where local businesses andneighbors come together.
Here's your host, Regina Lee.
Speaker 2 (00:10):
Hello everyone and welcome to another episode of
the Good Neighbor Podcast.
Here in Charlotte, northCarolina, my favorite thing to
do is talk to local businessowners, and today I have with me
Jennifer Szakaly.
Jennifer, I met you many yearsago and I know you are now the
co-founder of SilverstoneFinancial Fiduciary Welcome.
Speaker 3 (00:32):
Yes, thanks for having me.
Speaker 2 (00:33):
Yeah, I happened to do a podcast a month ago with
your co-founding partner, philipMarkson, and I guess this has
all come about since thatpodcast.
So tell us what SilverstoneFinancial Judiciary is.
Speaker 3 (00:49):
Yes, yes, this has been a new business that we're
excited about, that we've juststarted in the last few months.
So Silverstone is anorganization that people can
appoint in their documents toserve as agent under a financial
power of attorney.
So as people age, they'regenerally aware of the fact that
(01:13):
they need to have a healthcarepower of attorney in place and a
durable or financial power ofattorney.
Really, any adult over 18 needsto have these documents in
place.
But as you're aging, you tendto think about the people that
are around you a spouse, adult,children, that sort of thing and
increasingly the fastestgrowing kind of sub group of
(01:37):
older adults in our societyright now are the people who are
child free, single, nevermarried, widowed or estranged
from family.
And if you look at all of thosepeople, they're having to
create kind of a chosen familyand really build community
around them.
And there's two kind ofimportant pieces where they
(01:58):
really need to make sure they'vegot support and one of those is
making sure that they canidentify a person or an
organization who can serve asthat financial power of attorney
.
So we created Silverstone tomeet that need.
Speaker 2 (02:14):
So in visiting your website, you come with a lot, a
lot of experience.
Tell us a little bit about thisjourney.
Tell us a little bit about thisjourney, and you know what you
mentioned is you guys identifieda gap that existed in this
whole caregiving profession.
Speaker 3 (02:41):
So share us, your share the journey, yes, yes.
So I'll re quickly recap thelast maybe 25 years.
I have a master's degree ingerontology, and so I've always
had jobs within the agingindustry, and 20 years ago, I
started Caregiving Corner, whichis a care management company,
and we were increasingly askedif we would be willing to serve
as healthcare power of attorneyin our capacity, as you know, as
(03:04):
care manager and withCaregiving Corner, and we began
to see kind of the signs of thatpopulation that I was just
talking about, people that aresolo, aging and that really need
to have professional servicesthat they can rely on.
The issue, though, is that, ascare managers, we can't also do
(03:25):
the financial piece, and soCaregiving Corner has only
really ever been able to step inand help with the health care
power of attorney, but everytime we had attorneys that were
calling us, saying I've got aclient for you who needs to be
in your solo senior program.
They need you to be health carepower of attorney.
Do you know anybody that can dothe financial power of attorney
piece?
We didn't have anything, and soPhilip and I started talking
(03:50):
about some business ideas andways that we could work more
closely, and I mentioned it tohim because this is definitely
up his alley.
He's got a Harvard MBAfinancial background and so I
kind of put this in front of himas an opportunity for us to
partner, where I could kind ofdevelop the program and connect
(04:13):
Silverstone with all of theright people that need to know
about this offering, and thenPhilip is kind of running the
day-to-day of the business.
So it's been a greatpartnership and, just as we
suspected, it has really, reallytaken off.
But it's something that you knowover the years, as I became,
you know, certified care managerand then later as a guardian,
(04:36):
I'm very active in the NationalGuardianship Association.
You know, one of the componentsof guardianship can sometimes be
that a person finds themselvesunder guardianship because they
never had these documents inplace, and so that's really an
opportunity that as soon as Istarted getting involved with
the National GuardianshipAssociation and became certified
(04:58):
with them and I'm now anational master guardian,
national Master Guardian Ireally saw this as an
opportunity to do somethingprofound to possibly change the
trajectory of there even beingas people that are in
guardianship situations.
And, of course, if you're underguardianship, your rights have
been taken away from you and thecourt is assigning someone to
(05:21):
be responsible, so it'ssomething that should be avoided
at all costs.
But what Silverstone does waskind of the missing piece that
we still needed.
So I was so excited that Philipwas interested and eager to
look to see where this went, andwe have just had a tremendous
amount of success, you know, inenrolling people just in the
(05:43):
very short amount of time thatwe've been open.
So it's very exciting.
Speaker 2 (05:46):
Yeah.
So when is the perfect time, inyour opinion, to think about
this?
Because you're not replacingthe financial planner or CPA or
the attorney that does yourwills and estates.
You're just are you the bridgebetween that?
Speaker 3 (06:05):
Yeah, we kind of are, you know.
So, as people, you know themost basic need that people have
, that they start to strugglewith is keeping up with their
bills, paying bills.
You know if you've got a seniorwho's living at home alone,
they're managing their householdexpenses.
You know bills are coming in.
They might have had theopportunity to set up, you know,
(06:27):
auto, auto pay, but but maybesomething's kind of gone awry
with accounts or something likethat.
They're starting to beutilities turned off, that sort
of thing that's pretty commonfor us to see.
And you know that is just aperson that probably needs some
assistance, somebody to comealongside them and manage the
bills, stay on top of everything, make sure that things are
(06:47):
being paid and perhaps even alsoyou know sign contracts if
they're starting to use careservices, if they are starting
to use meal prep services to beable to stay at home
independently.
You know, all of the differentservices that you need later in
life come with contracts and noteverybody has a family member
that's going to step in and bethe person that signs the
contract.
(07:08):
So I would say, you know, it'snever too early to be thinking
about it.
We have found that the peoplethat are going to be solo agers
already kind of know that prettyearly on.
They know that they didn't havekids and so they're going to
have one another.
If maybe they're still married,they're going to have their
spouse, but they don't have thatbackup person.
(07:29):
You know what happens ifsomething happens to my husband
first and then I'm.
You know that I don't have asecond person named in my
document.
So so we do have peopleplanning ahead, but we also have
some people that have gotten toa point where it's time for the
financial power of attorney tostep in and start doing lots of
things for them, but thefinancial power of attorney is
(07:49):
very overwhelmed and they'vedecided that they can't really,
you know, assist the person theway the person needs to be
assisted.
Speaker 2 (07:57):
Yeah, so this is kind of like the day to day, easier
things that normally maybe a kid, an adult child, wouldn't step
in and help.
You know that's happening in myown family, so my wheels are
spinning.
You know it's, I think, theword fiduciary.
Explain that, because it soundsto me that's the key to all of
(08:18):
this.
Speaker 3 (08:19):
Yes, absolutely yes.
So a fiduciary is any person ororganization that acts on
behalf of another person, andthis is the important part
they're legally obligated to actin that person's best interest.
And there's kind of differentcomponents that really come
along with fiduciary, and thoseare trust, care and loyalty.
(08:43):
So those are kind of thestandards that we are held to as
fiduciaries, and it's reallyimportant we're going to be
taking the best care of assetsor, you know, bank accounts,
whatever it is that we arehelping manage.
The component of loyalty is thatwe are going to do whatever is
needed.
We're going to place your needsabove ours, and trust is huge
(09:07):
when anyone is serving in afiduciary capacity.
You're trusting that they'reacting on your behalf, without
you in some cases, and so youneed to know that you can trust
them.
So we felt like it was reallyimportant to have the word
fiduciary, even though it's hardto spell yeah, it's hard to say
yes.
(09:28):
We felt like it was importantto have that in the name of our
business because we reallywanted people to know that
that's.
We put that at the forefront ofeverything that we do.
Speaker 2 (09:37):
So you have, then, the credentials in all of those
things you described, that youhad to get certified in order to
use that word.
Speaker 3 (09:48):
Yes, yes, so so Philip is a certified financial
fiduciary.
He went through that processearlier.
You know, and what's nice aboutthis is that that comes with its
code of ethics and standards.
I, as a care manager, have arobust standard of practice that
I get from my professionalorganization and the code of
(10:09):
ethics, and then the same thingwith guardianship.
So I feel like the two of us,as people that started this
business, are certainlyblanketed in, you know, as many
kind of guide points as wepossibly can be, as you know, as
to show us the way forward andhow we should be treating each
and every one of our clients.
Speaker 2 (10:28):
Is this state regulated?
Are you able to do this forpeople anywhere?
Speaker 3 (10:34):
We're able to serve anywhere.
What's going to look differentis how that's drawn up in the
documents, because power ofattorney documents look
different depending on the statewhere you've drawn them up.
Yeah, and so if we're workingwith a client, you know, because
Charlotte is a border town andwe're in between North and South
Carolina, we get a lot ofpeople that are in South
(10:54):
Carolina.
They are going to need to havean attorney that's barred in
South Carolina and able to dodocuments, and we're going to
make sure that that attorney isusing the correct language to
meet the statutory requirementsfor South Carolina.
Speaker 2 (11:10):
Absolutely Very cool.
What are some of themisconceptions?
I know the business is young,but are there misconceptions
you're finding as you talk withpeople?
Speaker 3 (11:20):
Yeah, I think the biggest misconception is that I
think people feel like theydon't necessarily need to have
these documents in place, and Ithink if you talk to any estate
planning attorney, that's goingto be something that they're
going to echo as well.
We just don't want to believethat, as we age, we're ever
going to get to a point where wecan't do something ourselves.
And, you know, frankly, evenfor us in the industry, it's not
(11:43):
something we want to thinkabout.
But the reality is is that itdoes happen and it happens to
nearly everyone.
There's very few people thatare living well into their 90s
at home alone with absolutely nosupport or assistance at all,
and so you know, when you lookat that, you really do have to
be very intentional, and I thinkthis model shows people that if
(12:04):
you're not intentional by doingthe work and setting things up
in place ahead of time to makesure that you're covered, I can
tell you personally what happenson the back end when it's a
guardianship situation, when youare then taken out of the
position of being in control andyou are, you know, essentially
stuck with whatever the courtcomes up with.
(12:26):
You know the court is obviouslygoing to make the best decision
that they can, but still, Ithink most everyone would prefer
to know that they had a hand insetting up their own affairs to
be managed the way that thatthey should be, you know, from
early on.
That's that's.
I think one of the things thatI like most about this is that
our model if we're working withpeople who are planning it
(12:48):
really gives us the opportunityto be able to build really solid
relationships with people andand then, over time you know,
are planning it really gives usthe opportunity to be able to
build really solid relationshipswith people and then, over time
, eventually that person may notknow who we are, that person
may not be able to have anyconversations with us about
their financial affairs, but wewill still be working with their
financial advisor and we willstill be getting all of the
documents to their CPA everyyear for tax filing.
(13:11):
We're still giving the attorneysupdates, but to know that we've
been able to build thatrelationship with them on the
front end is truly very special.
Speaker 2 (13:20):
Well, it comes to mind.
You know Charlotte's such a bigcity and oftentimes maybe the
adult child lives somewhere elsebut likes the idea of you guys
being local because their agingparent is here and has someone
you know boots on the ground,that knows the area.
Is that an option?
Speaker 3 (13:40):
Yes, that's definitely something we do on
the care management side andthen on the Silverstone side, a
lot of people find the logistics.
Even though banking can be doneonline and bill pay can be done
online, what we see happen ismail starts to build up at home
and so you've got a senior who'sliving at home alone.
Maybe family is out of stateand maybe they've got they're in
(14:04):
the documents as financialpower of attorney, but what's
happening is mail is starting tobuild up and that senior is
getting overwhelmed and possiblyeven confused.
So they might see a statementand think that it's a bill and
they might also be gettingsolicitations.
You know what looks like a billand it's from a fake nonprofit,
because that's a scam.
(14:26):
You know somebody is trying toget them to write a check, and
so sometimes the adult childrentell us that it's difficult to
not be right there to be able tosay mom, don't worry about that
piece of mail, and so for us tobe able to go in and kind of
manage that piece of things is ahuge help for families.
Speaker 2 (14:45):
Oh, I can just see and you know, having had a
parent go through into assistedliving and now my mom being
alone and 90, you know all thesethings come to mind and the
thing I often say is you don'tknow what.
You don't know until you arethrown into all of this and it
is a very, very complicatedthing and I just love, jennifer,
(15:07):
what you guys are doing.
So tell our listeners how theycan find you.
Speaker 3 (15:12):
Absolutely so.
Our website is SilverstoneFF.
com.
We decided not to have peoplespell fiduciary, so
SilverstoneFF.
com.
That website has got greatinformation about our services.
Great information about ourservices.
(15:34):
It's got the way to reach outif you need more assistance.
Our phone number is also704-749-3118.
Speaker 2 (15:42):
Perfect.
Thank you so much.
This is.
I can see much success in yourfuture of helping people and
families.
This has really opened my eyes.
Thank you for joining us today.
Thank you, families.
This has really opened my eyes.
Thank you for joining us today.
Speaker 3 (15:55):
Thank you, regina, this has been fun.
Speaker 1 (15:58):
Thank you for listening to the Good Neighbor
Podcast.
To nominate your favorite localbusinesses to be featured on
the show, go toGNPSouthCharlotte.
com.
That's GNPSouthCharlotte.
com, or call 980-351-5719.
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