Managing Someone Else's Money in Texas
AARP and Texas Appleseed created multiple toolkits to assist Texans in managing someone else's money. Learn about different topics ranging from court-appointed guardians to trustees under revocable trusts.
Getting to Know Your Financial Advisor
The Consumer Financial Protection Bureau provides resources and educational information for consumers. Use their article below to learn tips on getting to know your financial advisor and your consumer rights when meeting with financial planners.
Investment Advisor Finder
The Securities and Exchange houses the database for investment firms and individual financial advisors and brokers. Visit the site below to research your current financial advisor or to find one in your area.
Choosing a Financial Professional
Not sure which financial professional or financial service you need to start your estate planning? Read this short guide below to learn about the type of services you may need to secure your financial future.
Help For Agents Under a Power of Attorney
Have you been listed as an agent under someone's power of attorney document? Are you unsure of your duties and rights as an agent? Read through the helpful guide below to learn everything you need to know about being an agent under a power of attorney.