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Caregivers: Financial and Legal Services Page 1 of 23 N Caregivers: Financial and Legal Services Historical Information June 6, 2018, the John S. McCain III, Daniel K. Alaska, and Samuel R. Johnson

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Step 1: Gather all necessary financial and legal documents such as bank statements, tax returns, and insurance policies.

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Caregivers financial and legal refers to the documentation and processes that outline the financial responsibilities and legal authorities of caregivers who manage or assist with the financial decisions and legal matters of an individual, typically involving elderly or disabled persons.

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Information that must be reported includes the caregiver's identification, the individual receiving care’s financial accounts, assets, liabilities, income sources, and any powers of attorney or legal documents that clarify the caregiver's authority.

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