Take a moment to download a few of the publications that will provide some guidance on protecting your finances at USA.gov.
Of particular interest are the publications for Planning for Your Future that include how to be money smart and avoid financial exploitation, a guide to managing someone else’s money (I included a copy with my estate planning docs and shared it with the individual that would act as my agent if my husband and I were incapacitated), and a guide to long-term care insurance.
Learning about your finances and how to protect them is worth your time. I hope you find these helpful.
Kay H. Bransford is the best-selling author of MemoryBanc: Your Workbook for Organizing Life. She has appeared on The Dr. Oz Show and Huffington Post, in addition to many television and radio programs to educate families, caregivers, and retirees on why getting organized is important to the well-being of every adult. The MemoryBanc process helps maintain family harmony, preserve privacy, and streamline the management and settlement of affairs in the event of incapacity or death. The company Kay founded, MemoryBanc, received an “Older-Adult Focused Innovation” award from AARP Foundation and has helped thousands of families since its launch in 2013.
C – 703-362-2959
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