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Managing someone else’s money


Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone you care about, and protect them from scams and fraud.

We are releasing four easy-to-understand booklets to help financial caregivers. The Managing Someone Else’s Money guides are for agents under powers of attorney, court-appointed guardians, trustees, and government fiduciaries (Social Security representative payees and VA fiduciaries.)

The guides help you to be a financial caregiver in three ways:

  • They walk you through your duties.
  • They tell you how to watch out for scams and financial exploitation, and what to do if your loved one is a victim.
  • They tell you where you can go for help.

You can also order free print copies (including bulk orders) online soon.

We’re working hard to empower older Americans to have a secure financial future. Sometimes family members, caregivers and others in the community must pitch in. We’re here to help you, too.

  • Kai

    Hi! The link to order print copies says it is only available as a PDF :)

  • Tracy

    These guides look great! Are they able to be used on our Resources page on a website targeted toward older adults or caregivers of older adults?

    • CFPB Web Team

      Hi Tracy, yes, please feel free to share these resources.

  • Kendra

    Are these going to be available in print form soon? The order link currently shows them available only in PDF format.

  • WRNichols

    Are there actual regs in place now or are these all still just issues of state law?

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