Class 5: Safety

LESSON
#3/5

Financial Safety

Some common financial mistakes include forgetting or overpaying bills or misunderstanding the mail. For example, your loved one may fall for a gimmick that prompts them to send money or cash for items that never arrive.

Make sure your loved one has a durable power of attorney for finances, a will, and a revocable living trust.

Stay in contact with their financial advisor, CPA and/or tax attorney.

You don't want your loved one's utilities to be shut off due to unpaid bills.

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