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Money Publications

Managing Someone Else's Money


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MSEM: Tips on adapting the CFPB guides for your state
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MSEM: Tips on adapting the CFPB guides for your state
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The Bureau has created state-specific Managing Someone Else's Money guides for six states - Arizona, Florida, Georgia, Illinois, Oregon and Virginia. For professionals in the other 44 states and the territories, this pamphlet explains how to adapt the guides for your state in ten easy steps.
Available: as pdf
Language: English
Cost: Free
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Managing Someone Else's Money Help for Trustees Under a Revocable Living Trust in Arizona
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Managing Someone Else's Money Help for Trustees Under a Revocable Living Trust in Arizona
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This guide helps family members and others understand their role as a trustee in Arizona. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney
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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
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney (Spanish)
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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
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Florida
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Florida
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This guide helps family members and others understand their role as an agent under a power of attorney in Florida. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Georgia
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Georgia
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This guide helps family members and others understand their role as an agent under a power of attorney in Georgia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Oregon
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Oregon
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This guide helps family members and others understand their role as an agent under a power of attorney in Oregon. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Virginia
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney in Virginia
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This guide helps family members and others understand their role as an agent under a power of attorney in Virginia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Arizona
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Arizona
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This guide helps family members and others understand their role as a court-appointed conservator in Arizona. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Georgia
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Georgia
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This guide helps family members and others understand their role as a court-appointed conservator in Georgia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Oregon
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Oregon
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This guide helps family members and others understand their role as a court-appointed conservator in Oregon. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Virginia
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Managing Someone Else's Money: Help for Court-Appointed Conservators in Virginia
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This guide helps family members and others understand their role as a court-appointed conservator in Virginia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Court-Appointed Guardians of Property and Conservators
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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 property or conservator. 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
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Managing Someone Else's Money: Help for Court-Appointed Guardians of Property and Conservators (Spanish)
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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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Managing Someone Else's Money: Help for Court-Appointed Guardians of the Property in Florida
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Managing Someone Else's Money: Help for Court-Appointed Guardians of the Property in Florida
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This guide helps family members and others understand their role as a court-appointed guardian of the property in Florida. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries
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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 elses 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
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries (Spanish)
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries (Spanish)
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Para cuando una agencia de gobierno te nombra como administrador de los beneficios o la pensión de un amigo o familiar.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Arizona
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Arizona
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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 in Arizona. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Florida
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Florida
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This guide helps family members and others in Florida 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
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Georgia
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Georgia
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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 in Georgia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Oregon
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Oregon
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This guide helps family members and others in Oregon 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
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Virginia
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Managing Someone Else's Money: Help for Representative Payees and VA Fiduciaries in Virginia
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This guide helps family members and others in Virginia 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
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust in Georgia
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust in Georgia
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This guide helps family members and others understand their role as a trustee in Georgia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust
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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: in print, as pdf
Languages: English and Spanish
Cost: Free
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust (Spanish)
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust (Spanish)
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Para cuando alguien te nombra como administrador de su dinero y bienes bajo un fideicomiso debido a una enfermedad o discapacidad.
Available: in print, as pdf
Languages: Spanish and English
Cost: Free
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust in Florida
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust in Florida
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This guide helps family members and others understand their role as a trustee in Florida. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust in Virginia
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Managing Someone Else's Money: Help for Trustees Under a Revocable Living Trust in Virginia
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This guide helps family members and others understand their role as a trustee in Virginia. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Trustees Under a Revocable Trust in Oregon
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Managing Someone Else's Money: Help for Trustees Under a Revocable Trust in Oregon
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This guide helps family members and others understand their role as a trustee in Oregon. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Trustees under a Revocable Living Trust in Illinois
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Managing Someone Else's Money: Help for Trustees under a Revocable Living Trust in Illinois
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This guide helps family members and others understand their role as a trustee in Illinois. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for agents under a power of attorney in Illinois
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Managing Someone Else's Money: Help for agents under a power of attorney in Illinois
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This guide helps family members and others understand their role as an agent under a power of attorney in Illinois. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for court-appointed guardians of the estate in Illinois
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Managing Someone Else's Money: Help for court-appointed guardians of the estate in Illinois
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This guide helps family members and others understand their role as a court-appointed guardian of the property in Illinois. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for representative payees and VA fiduciaries in Illinois
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Managing Someone Else's Money: Help for representative payees and VA fiduciaries in Illinois
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This guide helps family members and others in Illinois 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
Language: English
Cost: Free
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