Aging-in-Place Planning and Elderlaw

The blog reports information of interest to seniors, their families, and caregivers. Recurrent themes are asset and decision-making protection, and aging-in-place planning.

Showing posts with label banking. Show all posts

Thursday, April 10, 2025

2025 ABA Survey on State Elder Financial Exploitation Laws: Balancing Protection with Autonomy for Seniors Aging in Place

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The American Bankers Association (ABA) Foundation's 2025 Survey of State Elder Financial Exploitation Laws offers valuable insights int...

Wednesday, September 3, 2014

Five Reasons Why Joint Accounts May Be a Poor Estate Plan

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Many people, including seniors, view joint ownership of investment and bank accounts as a cheap and easy way to avoid probate since joint...

Friday, January 10, 2014

Banks Can Report Abuse of Elderly Without Violating Privacy Laws

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UC Irvine's Center of Excellence on Elder Abuse and Neglect - committed to eliminating abuse of the elderly The Federal Government...

Saturday, January 1, 2005

Account Management Complicated By New Banking Rules

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Every Account Holder Should Be Aware of Changes Americans write about 40 billion paper checks each year. In addition, for the first time ...

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Monty L. Donohew

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