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Helping Your Older Family Member Handle Finances. A Pacific Northwest Extension Publication. PNW 344 [electronic resource] / Vicki L. Schmall and Tim Nay.

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 accou...

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Bibliographic Details
Online Access: Full Text (via ERIC)
Main Author: Schmall, Vicki L.
Corporate Authors: Oregon State University. Extension Service, Washington State University. Cooperative Extension Service, University of Idaho. Cooperative Extension Service
Other Authors: Nay, Tim
Format: Electronic eBook
Language:English
Published: [S.l.] : Distributed by ERIC Clearinghouse, 1993.
Subjects:
Adult Education.
Banking.
Basic Business Education.
Extension Education.
Family Caregivers.
Family Involvement.
Helping Relationship.
Home Economics.
Money Management.
Older Adults.
Trusts (Financial)
Description
Summary: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)
Item Description:ERIC Document Number: ED364712.
Physical Description:9 p.

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