Elderly & Handicapped (BCTS)
Office on Aging - additional information
609-265-5109
609-265-5069
Legal & Financial Services
Senior Citizen Lawyer Referral
609-265-5069
Financial Caregiving
1)
Make sure your family knows where to find personal and financial documents
in an emergency. These include:
a. bank and brokerage statements
b. wills
c. insurance policies
d. pension records.
2)
Obtain access to bank and brokerage accounts.
To write checks or withdraw funds, you should become a joint owner of a
bank account or simple make arrangements through the bank to be authorized
to conduct transactions.
3)
Consider direct deposit of any benefit checks
and automatic
payment of important, recurring bills.
4)
Try to make sure your loved one is properly
insured.
5)
Discuss the importance of wills and estate planning.
6)
Consider "durable power of attorney".
This is a legal document giving one or more people the authority to handle
finances, property or other personal matters if your loved one becomes mentally
or physically incompetent.
7)
Suggest a "living will" or other instructions
about future medical
Care.
