Solutions for the Caregiver Crisis
Education
Billie Porter is a trust officer and Certified Financial Planner for FineMark National Bank & Trust. She has been in the industry for more than 18 years. Billie understands as caregivers, you want to do everything possible to protect your loved one.
One of the first important steps is to understand your parents/loved ones finances and why it's important to designate someone as a Power of Attorney (POA). This person will be responsible for making decisions on behalf of your loved one if he or she can no longer make them themselves. But keep in mind, POAs are just one part of proactive financial planning.
Create your
podcast in
minutes
It is Free