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Difference between revisions of "Four Key Duties of a Fiduciary"
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Four Key Duties of a Fiduciary (view source)
Revision as of 22:20, 19 March 2018
, 22:20, 19 March 2018→Duty 2. Manage Martina's money and property carefully
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* jewelry, furniture, and any other items of value | * jewelry, furniture, and any other items of value | ||
* unpaid credit card bills and other outstanding loans | * unpaid credit card bills and other outstanding loans | ||
===Make sure bills are paid and finances are in order=== | ===Make sure bills are paid and finances are in order=== | ||
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| text = Can Martina get any benefits? Find out if Martina is eligible for any financial or health care benefits from an employer or government agency. These benefits might include pensions, disability, social assistance, veterans benefits and housing assistance. Use the federal government’s [http://www.canadabenefits.gc.ca/ Benefits Finder]. Contact [http://seniorsfirstbc.ca Seniors First BC] for assistance. Help Martina apply for any benefits she is eligible for. | | text = Can Martina get any benefits? Find out if Martina is eligible for any financial or health care benefits from an employer or government agency. These benefits might include pensions, disability, social assistance, veterans benefits and housing assistance. Use the federal government’s [http://www.canadabenefits.gc.ca/ Benefits Finder]. Contact [http://seniorsfirstbc.ca Seniors First BC] for assistance. Help Martina apply for any benefits she is eligible for. | ||
}} | }} | ||
===Protect Martina's property=== | |||
Keep Martina’s property safe. | |||
You may need to put valuable items in safety deposit boxes or change locks on property. Make sure her home and any other property is heated (in cold weather) and insured. | |||
Check any insurance policies. Cancel any policy Martina doesn't need. If Martina will be out of the home for any extended period of time, consider getting vacancy coverage. Insurance coverage may be denied if a home vacant for a certain period of time. | |||
===Take steps to have the power of attorney accepted=== | ===Take steps to have the power of attorney accepted=== | ||