Money Matters

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Nearly 10 million elders live alone, according to the National Council on the Aging, and most need help keeping their finances straight. When bills aren’t paid, seniors run the risk of having their utilities shut off, or worse, losing their home.

Do you know where the financial information for your elder is located? Does their Power of Attorney have the information to locate and access their assets and liabilities?
The forms in this manual will help you locate, organize and access their financial information.

Some of the forms in the manual include:

  • Checking and Money Market Accounts
  • Personal Property
  • Properties Owned
  • Money-Matters

To avoid having your elder victimized by unethical or illegal business practices their confidential information should be gathered and placed together in a convenient, secure place accessible by only their power of attorney or persons designated by them.

Please contact us for more information