ERIC Number: ED364712
Record Type: RIE
Publication Date: 1993-Aug
Reference Count: N/A
Helping Your Older Family Member Handle Finances. A Pacific Northwest Extension Publication. PNW 344.
Schmall, Vicki L.; Nay, Tim
This booklet is designed to help individuals help older family members handle their finances. Presented first are 10 guidelines for keeping the tension involved in intervening in an older relative's finances to a minimum. The following financial/legal instruments are explained: joint bank accounts, powers of attorney (including durable powers of attorney), living trusts, representative payees, and conservatorships. A final note and list of suggested readings conclude the booklet. (MN)
Publication Type: Guides - General
Education Level: N/A
Authoring Institution: Oregon State Univ., Corvallis. Cooperative Extension Service.; Washington State Univ., Pullman. Cooperative Extension Service.; Idaho Univ., Moscow. Cooperative Extension Service.