Oshkosh Family has been a Corporate Guardian, licensed by the State of Wisconsin, since 1988. OFI is one of the largest corporate guardianship agencies in Wisconsin and provides all of the services described in the Wisconsin Statute Chapters 54 and 55 and in the Wisconsin Department of Health and Social Services Administrative Code HSS 85.
Our professional staff pass strict background checks and are qualified to serve as Guardian of Person, Guardian of Estate or Guardian of Person and Estate. We provide professional and confidential services to individuals with developmental disabilities, mental illness or the infirmities of aging and the like. OFI staff attend training events year round in order to stay abreast of changes in the guardianship field.
Generally speaking, guardianship services are provided in the least-restrictive manner necessary in order to achieve their protective purpose while the staff’s focus still remains on personal liberty and self-determination.
Member of Wisconsin Guardianship Association Director is certified by the National Guardianship Association
SS / SSi Payee services
A representative payee receives Social Security (SS) and / or Supplemental Social Security Income (SSI) on behalf of individuals who may benefit from having someone else pay their bills. The main responsibilities of a payee are to use the funds to pay the current and foreseeable needs of the beneficiary and to prevent waste and fraud from occurring with their money. Another goal is to provide the SS client a more stable lifestyle.
Oshkosh Family staff members must pass state background checks and are caring, responsible and fully bonded. They go beyond just managing finances and take the time to encourage good financial decision making by our clientele.
Oshkosh Family Inc. provides help the beneficiary needs to establish a monthly financial plan, including spending money. OFI staff keep the individual involved, as is feasible, in the financial decision processes. Comprehensive monthly statements are provided upon request.
In the interest of transparency, annual accountings are provided to the Social Security Administration to show that clients’ benefits are used according to Social Security guidelines.
Our team at Oshkosh Family Inc. are caring and compassionate individuals who go beyond just managing finances. We encourage our clients to make smart financial decisions and promote a more stable life. We help our client budget their spending and include them as much as possible on the financial decision making process.
we're trusted and certified
Mandatory background checks on all staff
Team members are fully bonded We offer comprehensive monthly statements
Accounting reported to Social Security Administration
The Wisconsin power of attorney forms allow an individual to select a representative to act on their behalf and manage their financial, medical, tax filing, parental/guardianship, and vehicle-related affairs. All other non-durable power of attorney forms will be void if the principal becomes incapacitated.
The Wisconsin Power of Attorney for Health Care allows an individual to select a representative to act on their behalf to make their healthcare decisions if they cannot make them for themselves. A person can also write down your goals and preferences for future medical care in specific situations.
The named decision maker is called a Healthcare Agent. The document gives your agent authority to make healthcare decisions on your behalf only after doctors have determined a person is incapable of making healthcare decisions for themselves. This document does not give your agent authority to make financial or other business decisions.
When adult is unwilling or believes they are unable to properly manage his or her assets/income may voluntarily apply to the circuit court to have a conservator of estate be appointed to them. Oshkosh Family Inc. may serve as Conservator who any person who voluntarily agrees to the the court appoint our organization. The duties of a conservator are similar to those of Guardian Estate with the difference being that the person voluntarily decides to have assets/income managed.
A Personal Representative (PR) is responsible for the administration of an estate in Wisconsin and is often called an Executor in other states. The Personal Representative must pay a deceased person’s debts and distribute the remaining assets of the estate. If any of the assets of the estate earn money, an executor must manage those assets responsibly. This process can be intimidating for an individual who has never handled estates before.
Oshkosh Family Incorporated has a long history of working with area attorneys to allow family and friends to move toward closure without being burdened by the responsibility of administering the estate of a loved one.