7 Tips to Help Older Adults Choose the Right Caregiver: Safe Banking for Seniors
Published: July 18, 2022
According to the National Center on Elder Abuse, almost 90 percent of the financial abuse committed against older Americans are at the hands of someone they know and trust. Here are seven tips to help older Americans choose the right financial caregiver and prevent elder financial abuse.
5 Ways to Spot a Lottery Scam: Safe Banking for Seniors
Published: July 18, 2022
Lottery scams were the fourth most commonly reported scam in 2019, according to the FTC?s Consumer Sentinel Network. Find ways to protect yourself from becoming a victim to this scam.
Probate and Non-Probate Assets: Safe Banking for Seniors
Published: July 18, 2022
Your estate assets are divided into two categories: those that are subject to probate and those that are not. Understanding the difference between probate and non-probate assets can help you make decisions about assets that could be transferred either way.
Choosing an Agent: Safe Banking for Seniors
Published: July 18, 2022
When you grant a power of attorney, you want to name the right agent. But you may not be certain how to identify that person.
Powers of Attorney (POA) Overview: Safe Banking for Seniors
Published: July 18, 2022
Granting a power of attorney (POA) is a major commitment. It recognizes that at some point in your life you may be unable to handle your finances or make decisions about your healthcare. But even more important, it names a person you trust to make the decisions you would have made or that are in your best interest.