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Money management for financial caregivers : guidance and responsibilities / Olivia Crowder, editor.
- Format:
- Book
- Series:
- Aging issues, health and financial alternatives series.
- Aging issues, health and financial alternative
- Language:
- English
- Subjects (All):
- Older people--United States--Finance, Personal.
- Older people.
- Retirement income.
- Retirement--Planning.
- Retirement.
- Physical Description:
- 1 online resource (98 p.)
- Place of Publication:
- New York : Novinka, [2014]
- Language Note:
- English
- Summary:
- In this book the authors present information, guidance and responsibilities of money management for financial caregivers. Topics discussed in the book includes helpful information on help for agents under a power of attorney; help for court-appointed guardians of property and conservators; help for trustees under revocable living trust; help for representative payees and VA fiduciaries; top tips for selecting a financial professional; and what you need to know before choosing an investment adviser.
- Contents:
- Managing someone else's money : help for agents under a power of attorney
- Managing someone else's money : help for court-appointed guardians of property and conservators
- Managing someone else's money : help for trustees under a revocable living trust
- Managing someone else's money : help for representative payees and VA fiduciaries
- Investor bulletin : top tips for selecting a financial professional
- Investment advisers : what you need to know before choosing one.
- Notes:
- Description based upon print version of record.
- Includes bibliographical references and index.
- Description based on online resource; title from PDF title page (ebrary, viewed December 31, 2013).
- ISBN:
- 1-63117-053-8
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