Frequently Asked Questions
What is a Daily Money Manager?
What is a Certified Senior Advisor®?
What is a Fiduciary?
Are you insured and background checked?
What is your confidentiality policy? What about my privacy and security?
Will I lose control or my independence if I hire you?
Do you replace the need for other professionals such as my accountant, attorney, or financial advisor?
Do I have to commit to a certain amount of time?
How do I know if I need a fiduciary?
How long does it take to execute an estate?
Can you help me settle my loved one’s estate?
Administration on Aging https://acl.gov/
Affordable Health Care Act https://www.healthcare.gov/
Do Not Call Registry https://www.donotcall.gov/
Elder Care Locator https://eldercare.acl.gov/
Federal Trade Commission (Identity Theft) https://www.identitytheft.gov/
IRS – Internal Revenue Service https://www.irs.gov/
National Center on Elder Abuse https://ncea.acl.gov/
Social Security Administration https://www.ssa.gov/
U.S. Department of Veterans’ Affairs https://www.va.gov/
SITES SPECIFICALLY RELATED TO SENIORS
AARP – American Association of Retired Persons https://www.aarp.org/
Alzheimer’s Association https://www.alz.org/
Family Caregiver Alliance https://caregiver.org/
National Council on Aging https://www.ncoa.org/
Society of Certified Senior Advisors https://www.csa.us/
Conversation Project https://theconversationproject.org/
Funeral Consumers Alliance https://funerals.org/
National Association of Elder Law Attorneys https://www.naela.org/
GENERAL SITES FOR EVERYONE
Free Annual Credit Report https://www.annualcreditreport.com/index.action
National Guardianship Association https://www.guardianship.org/