Resources

Books and Downloads

• Digital Property Inventory
• How to Capture and Keep Clients (by: Jennifer Rose)
  

Emergency Planning

• DC Homeland Security and Emergency Management Agency
• Houses of Worship
• MARYLAND Prepares
• Ready Virginia

Estate Planning

Digital Property

• Digital Property Inventory
• Handy Guide to Deleting Digital Accounts
• Senate Special Committee on Aging: Scams & Identity Theft

Funeral

• Shopping for Funeral Services
• Your Rights When Buying Funeral Goods and Services

Organ, Eye and Tissue Donor Registry

• Maryland
• Virginia
• Washington, D.C.

Retirement

• AARP: Livability Index
• AARP: Public Policy Institute
• Department of Labor: Retirement Toolkit

General Information

Elder Care and Justice

• US Department of Justice – Elder Justice Initiative

Healthcare

• AARP: Health Law Fact Sheets
• The American Geriatrics Society
• Aon Retiree Health Exchange
• eHealthMedicare.com
• eHealthMedicare -Medicare Choice and Impact Study
• Family Caregiver Alliance
• Health Care and Education Reconciliation Act
• HHS: State by State
• Kaiser Family Foundation – Medicare Part D Spotlight
• Medicare.gov – Plan Finder Tool
• My Medicare Matters: Online Questionaire
• The National Council on Aging
• National Institutes of Health – NIGSeniorHealth
• NIGSeniorHealth – Email Sign-up
• NIGSeniorHealth – Videos
• Patient Protection and Affordable Care Act
• Senate Special Committee on Aging: Healthcare Information
• United Health Foundation: America’s Health Rankings – Senior Report
• Veterans Enrolled in the ACA
• Veterans Not Enrolled in the ACA
• The Washington Post: How to find out if your doctor is in good standing

Identity Theft

• FTC: Free Credit Reports
• FTC: Identity Theft
• IRS: Form 14039
• IRS: Taxpayer Guide to Identity Theft
• Senate Special Committee on Aging: Scams & Identity Theft

Money Management

• CFPB: Court-appointed guardians and conservators (guardians of the property)
• CFPB: Court-appointed Conservators (guardians of the property, Virginia)
• CFPB: Government fiduciaries – Social Security representative payees and VA fiduciaries
• CFPB: Government fiduciaries – Social Security representative payees and VA fiduciaries (Virginia)
• CFPB: Help for agents under a power of attorney
• CFPB: Help for agents under a power of attorney (Virginia)
• CFPB: Protecting residents from financial exploitation
• CFPB: Trustees of revocable trusts
• CFPB: Trustees of revocable trusts (Virginia)
• Financial Industry Regulatory Authority, Inc. (FINRA)
• Securities and Exchange Commission (SEC)
• Senate Special Committee on Aging: Entrepreneurship & Financial Security
• Senate Special Committee on Aging: Financial Fraud & Deceptive Marketing

Nursing Homes

• Nursing Home Checklist
• Nursing Home Compare
• Guide to Choosing a Nursing Home or Other Long Term Care

Reducing unwanted calls, mail, catalogs

• Do Not Call
• Do Not Mail
• Reduce Catalogs
• Other options for reducing solicitations

Social Security

• “My Social Security” account set up

Trust and Estate Administration

• CFPB: Help for trustees under a revocable living trust
• Handling Mail for the Deceased

Vehicles and Licenses for Deceased Owners

• DC: Vehicle Acquired Through Death of Owner
• Maryland: Deceased Individuals
• Maryland: Titling – Deceased Owner
• Virginia DMV Guide for Family Members and Friends of the Recently Deceased

 

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