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Below is the text version of the November 10, 2021, Considering a Financial Caregiver? Know your Options Webinar. SHALL BLUNT: Thank you and hello everyone. Thank you for joining today\'s webinar.
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Gather all financial documents including bank statements, bills, and investment information.
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A financial caregiver is someone who is designated to manage the financial affairs of another individual who may be unable to do so themselves.
Anyone who has been designated as a financial caregiver by an individual in need of assistance.
The financial caregiver must fill out the necessary forms provided by the relevant financial institutions or legal authorities.
The purpose is to ensure that the financial affairs of individuals who are unable to manage them on their own are properly taken care of.
The financial caregiver must report all financial transactions and decisions made on behalf of the individual in their care.
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