Seniors, Money and Property

Aging adults and their families often have questions about money and financial matters. Questions such as “who will pay for the right care” or “how should our finances be handled” are often important topics that need to be addressed. This section contains information related to money, finances, and property assets of older Americans – including tips for setting up a power of attorney, information on estate planning, and things to look out for to prevent financial fraud among elders.

  • Help a Loved One Make a Power of Attorney - Information on setting up a power of attorney to assist with the health care and financial wishes of an aging adult.
  • Power of Attorney for Financial Matters - Step-by-step guide for setting up a power of attorney in your family member’s name.
  • Passwords, Access Codes and Pin Numbers Learn ways to keep track of important financial data for your family member.
  • Personal Retirement Accounts and Your Family - Explains what to do with assets in a retirement account after a loved one dies.
  • Consumer Protection Resources - Listing of state, county and city government offices to contact in the event of suspected elder fraud.
  • Social Security and Retirement - Links to various federal, nongovernment, and FindLaw retirement resources, including an online social security benefits estimator and multilingual resources.