Money Management for Financial Caregivers: Guidance and Responsibilities

$58.00

Olivia Crowder (Editor)

Series: Aging Issues, Health and Financial Alternatives
BISAC: BUS063000

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. (Imprint: Novinka )

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Table of Contents

Preface

Managing Someone Else’s Money: Help For Agents Under a Power of Attorney
(American Bar Association Commission on Law and Aging)

Managing Someone Else’s Money: Help For Court-Appointed Guardians of Property and Conservators
(American Bar Association Commission on Law and Aging)

Managing Someone Else’s Money: Help For Trustees Under a Revocable Living Trust
(American Bar Association Commission on Law and Aging)

Managing Someone Else’s Money: Help For Representative Payees and VA Fiduciaries
(American Bar Association Commission on Law and Aging)

Investor Bulletin: Top Tips for Selecting a Financial Professional
(Securities and Exchange Commission, Office of Investor Education and Advocacy)

Investment Advisers: What You Need to Know Before Choosing One
(Securities and Exchange Commission, Office of Investor Education and Advocacy)

Index

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Binding

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