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Legal and Financial Matters

How to Manage Someone Else’s Money

Carrying out your loved one's financial decisions

Article Highlights

  • Know your role as an agent
  • Power of attorney responsibilities
  • Have your loved ones interest in mind

En español | There may come a time when loved ones entrust you with his or her financial business, by way of a power of attorney, designating you as their agent (or attorney-in-fact). As their agent, your primary job is to carry out your loved one's financial directions, ensuring you make decisions the way he or she would want. … Back to Article

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