10 Ways the Elderly Can Avoid Financial Abuse

with No Comments

Increased dependency due to illness, disability or cognitive impairments can make seniors susceptible to financial abuse. Nest eggs accumulated over decades also often make seniors attractive targets for predators, whether the predator is an offshore bogus sweepstakes or a care … Read More

New Guides Help Those Appointed to Manage Someone Else’s Money

with No Comments

Have you been officially asked to manage someone else’s money? For example, have you been named as an agent under a power of attorney or appointed trustee of a trust? As our society ages, more and more people are being … Read More

The Powers and Responsibilities of Representative Payees

with No Comments

Do you have a friend or loved one who receives Social Security and is unable to manage her payments? If so, you can request that the Social Security Administration (SSA), the government agency that disburses Social Security, name you as … Read More

The Durable Power of Attorney: What Is It?

with No Comments

For most people, the durable power of attorney is the most important estate planning instrument available — even more useful than a will. A power of attorney allows a person you appoint — your “attorney-in-fact” or “agent” — to act … Read More