Financial Planning
Will
The
information in this section briefly discusses financial considerations
that you and your parent or older person may wish to consider. 
Social
Security
The basic idea behind Social Security is a simple one.
An individual pays taxes to the system during his or her working years,
and the individual and members of his or her family receive monthly benefits
when he or she retires or becomes disabled. Or, survivors collect benefits
when an individual dies.
Tax
Information
Contact the Internal Revenue Service (IRS) toll free at 1-800-829-3676 to
order the following free tax guides:
- Tax Information for Older Americans - Publication No. 554
- Social Security Benefits and Equivalent Railroad Retirement Benefits
- Publication No. 915
- Credit for the Elderly or the Disabled -Publication No. 524
- Tax Information for Survivors, Executors, and Administrators - Publication
No. 559
- Pension and Annuity Income - Publication No. 575
- Child and Dependent Care Expenses -Publication No. 503
- Tax Rules for Children and Dependents -Publication No. 929
- Tax Counseling for the Elderly Handbook - Publication No. 1114
- Guide to Free Tax Services - Publication No. 910
Elder
Financial Abuse
PDF brochure summarizes financial abuse, warning
signs, who might exploit an elder, and what to do to prevent elder financial
abuse. (San Bernardino County Department of Aging and Adult Services)
