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Help a Loved One 2017-07-13T10:56:55+00:00

You have taken on the important role of caring for a loved one.  It is no easy task, but we are here to help!  The Elder Financial Safety Center is your one-stop resource for the financial needs of your loved one. Our professional coaches, counselors, and specialists can answer all your questions and can guide you to make the best possible financial decisions for your loved one.

The Financial Checklist for Caregivers helps you to identify and itemize the various items, questions, and tasks you may encounter or need to consider when helping your loved one with their financial welfare.

Help for Agents Under a Power of Attorney is a great resource if you are the Power of Attorney for your loved one.

For more information about managing money or property, visit http://www.protecttheirmoneytx.org/ for additional resources.

Need assistance?  We’re here to help.

Please use the form to contact Elder Financial Safety Center.

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