Tag: trusted contact person
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Many families wonder whether they should monitor a senior’s banking for fraud warning signs. The answer depends on the senior’s wishes, capacity, risk level, and family circumstances. Monitoring can help prevent serious losses, but it must be handled carefully and respectfully. The goal should be protection, not control. Start with consent and transparency Families should…
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Fraud prevention works best before a crisis happens. Many families wait until an older parent has already received a suspicious phone call, clicked a fake link, or sent money to a scammer. A simple fraud safety plan can reduce panic, protect independence, and help everyone respond calmly. A fraud safety plan for an older parent…