Standing on guard for elderly clients

Standing on guard for elderly clients

Standing on guard for elderly clients

Help protect your clients by offering them these key tips to avoid vulnerability.

  • Keep financial and personal information in a safe place.
  • Keep a consistent, trustworthy power of attorney.
  • Ask for help if experiencing financial abuse.
  • Keep a record of money and identify whether it is a loan or a gift.
  • Get legal advice before signing documents on property.
  • Have a trustworthy individual review contracts and other papers before signing.
  • Be very cautious about opening a joint bank account.
  • Keep in touch with a variety of friends and family to avoid isolation.
     

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