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The Consumer Financial Protection Bureau is a 21st century agency that implements and enforces federal consumer financial law and ensures that markets for consumer financial products are fair, transparent, and competitive.

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Home > Managing Someone Else's Money

Managing Someone Else's Money Publications

Managing Someone Elses Money

To order a publication, click on the publication title to display that publication's ordering information.

We found 12 publications for "Managing Someone Else's Money" category (viewing 1 - 10)

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Considering a financial caregiver? Know your options
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This publication helps you understand your options when considering a financial caregiver. It provides information about informal caregivers and formal caregivers, as well as factors to consider when choosing a caregiver.
Available: as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for agents under a power of attorney
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This guide helps family members and others understand their role as an agent. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for court-appointed guardians of property and conservators
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This guide helps family members and others understand their role as a court-appointed guardian of the property or conservator. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for representative payees and VA fiduciaries
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This guide helps family members and others understand their role when a government agency names them to manage someone else's benefit payment or pension. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
Managing someone else's money: Help for trustees under a revocable living trust
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This guide helps family members and others understand their role as a trustee.It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: as pdf
Languages: English and Spanish
Cost: Free
Planning for diminished capacity and illness
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This publication is temporarily out of stock and will be reprinted. Please check back at a later date to place an order.
Available: in print, as pdf
Language: English
Cost: Free
Taking control of your finances: Help for surviving spouses
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Figuring out how to manage your finances while grieving a spouse may feel overwhelming. This step-by-step guide helps you do the most important and pressing things first.
Available: as pdf
Language: English
Cost: Free
Considering a financial caregiver? Know your options (Spanish)
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Esta publicación lo ayuda a comprender sus opciones al considerar un cuidador financiero - la persona que lo ayuda a administrar su dinero y propiedad. La publicación brinda información sobre cuidadores informales y cuidadores formales, así como lo que debe considerar al elegir un cuidador.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
Managing someone else's money: Help for agents under a power of attorney (Spanish)
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Para cuando un amigo o familiar te nombra como agente bajo un poder legal para administrar su dinero y bienes cuando ellos no pueden
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
Managing someone else's money: Help for court-appointed guardians of property and conservators (Spanish)
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Para cuando un tribunal te nombra como guardián o tutor de propiedades para administrar el dinero o los bienes de alguien que necesita ayuda.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free

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