Representative Payee Articles

  • When POA Isn’t Enough: Other Forms Needed to Act on a Loved One’s Behalf

    Power of attorney documents allow caregivers to advocate for their loved ones, but some institutions require additional documentation. See what specific permissions you’ll need to access personal information and make vital decisions.

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  • What is a Professional Fiduciary?

    When friends or family members are unwilling or unable to take responsibility for an elder's legal, financial and health decisions, a professional fiduciary can ensure that their affairs are taken care of.

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