As you get older, the decisions you make about your money - including protecting your savings and assets - become increasingly important to your financial security whether you are planning for yourself or helping an older family member. The Consumer Financial Protection Bureau (CFPB) is a U.S. government agency that makes sure banks, lenders, and other financial companies treat you fairly.
Find the right guide for you
The guides are tailored to the needs of people in four different fiduciary roles:
Power of attorney
Guides for those who have been named in a power of attorney to make decisions about money and property for someone else.
Court-appointed guardians
Guides for those who have been appointed by a court to be guardians of property or conservators, giving them the duty and the power to make financial decisions on someone’s behalf.
Trustees
Guides for those who have been named as trustees under revocable living trusts.
Government fiduciaries
Guides for those who have been appointed by a government agency to manage another person's income benefits, such as Social Security or Veterans Affairs benefit checks.
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