In the arena of professional fiduciary services companies, River Community Fiduciary Services, Inc. (RCFS) has carved a niche for themselves by providing top-tier fiduciary services that cater to a diverse clientele, ensuring that their financial and personal affairs are managed with the utmost dignity, and integrity. Since its incorporation as a 501(c)(3) Non-Profit Pennsylvania Corporation in 2016, RCFS has continued to earn their clients’ trust, by demonstrating reliability through a diversely talented team that depends on each other’s areas of expertise and skill to successfully support all the services RCFS offers.
About The Team
Motivational speaker, Peter Glen, always opened his monologues by saying, “We are the sum of our experiences” and this is absolutely true regarding RCFS. Each member of the RCFS Team brought with them a wealth of unique knowledge and expertise from past work opportunities as they joined the company. As a team, they are now dedicated to ensuring that all clients receive individualized care in the management of their affairs. RCFS is characterized by its deep commitment to ethical practices, a thorough understanding of their fiduciary responsibilities, and an unwavering dedication to client service, support, and satisfaction.
Read the team bios here: Our Team.
Comprehensive Fiduciary Services
RCFS offers a broad spectrum of fiduciary services designed to meet the unique needs of individuals and families. While the firm specializes in caring for individuals with special needs, all offerings are tailored to ensure that every aspect of each client’s financial and personal affairs is handled with precision and care. Here are some of the key services provided by RCFS:
- Estate Administration: RCFS steps in to manage the entire process, from probate to the distribution of assets. The firm ensures that the decedent’s wishes are honored, and beneficiaries receive their rightful inheritances in a timely and efficient manner.
- Trust Management: RCFS specializes in the administration of various types of trusts, including revocable, irrevocable, and supplemental needs trusts. Additionally, as a 501(c)(3) Non-Profit Pennsylvania Corporation, RCFS can offer a Supplemental Needs Pooled Trust. The firm ensures that trust assets are managed prudently, distributions are made according to the trust’s terms, and beneficiaries’ needs are met.
- Conservatorships and Guardianships: For clients who are unable to manage their own affairs due to age, illness, or disability, RCFS provides conservatorship and guardianship services. These services ensure that clients’ personal and financial interests are protected and that they receive the care and support they need.
- Medicaid Planning: enables the movement of countable, unprotected assets into non-countable, protected positions to legally shift the burden for the cost of an individual’s care onto the government. Additionally, Medicaid Planning attempts to ensure transfers of assets to heirs, fully protect healthy community spouses, and limit Estate Recovery. Executive Vice President, Eric O’Connor is a Certified Medicaid Planner.
- Court-Appointed Fiduciary Services: In situations where the court appoints a fiduciary to manage an individual’s affairs, RCFS is a trusted choice, holding Court Approved Corporate Fiduciary status. The firm’s professionals are well-versed in court procedures and requirements, ensuring compliance and effective management.
- Specialized Services for Vulnerable Populations: RCFS is particularly noted for its expertise in working with vulnerable populations, such as the elderly and individuals with disabilities. The firm’s compassionate approach ensures that these clients receive the highest level of personalized care and attention.
RCFS As A Fiduciary
One of the hallmarks of RCFS is the firm’s unwavering commitment to a client-centric approach. As a fiduciary, every decision, every action, and every service must be in the client’s best interest. RCFS takes the time to understand the unique needs and goals of each client, providing personalized solutions that align with their long-term objectives. The role of a fiduciary is not just to manage assets but to build a relationship of trust and understanding with each client.
Ethical Standards And Professional Integrity
At the core of RCFS’s operations is a steadfast adherence to the highest ethical standards and professional integrity. RCFS has established itself as a trusted partner for individuals and families seeking expert fiduciary guidance. As the firm continues to grow and evolve, it will remain committed to its core mission: the provision of fiduciary services that inspire confidence, security, and peace of mind through a culture of transparency, accountability, and ethical conduct within the firm.
This article appears in Stroll Treesdale, August 2024.
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Topics
Supplemental Needs Pooled Trust
Irrevocable Trusts
Third Party Supplemental Needs Trusts
Financial Planning
Representative Payee
Guardianship
Substitute Health Care Decision Maker
Long Term Care
Supplemental Needs Payback Trusts
Health Care Representative
Education Trusts
Advance Health Care Directives
Medicaid
Special Needs Trust
Supplemental Security Income (SSI)
staff
Trust Funds
Estate Planning
Health Care Agent (POA)
Medical Assistance
Substitute Decision Making
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