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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)