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CRTS™ - Certified Relocation & Transition Specialist

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CRTS™ - Certified Relocation & Transition Specialist

  • About
    • Certification
    • About CRTS™
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    • Exam Standards
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    • CRTS™ Login
    • Renewal
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February 2024 Newsletter for CRTS™

February 6, 2024 Jennifer Buchanan

Welcome to the February edition of the newsletter for CRTS™ certificants!

What Caregivers Can Do When Banks Reject a Power of Attorney

A durable power of attorney (DPOA) is one of the most important tools in a caregiver’s toolbox. A DPOA is a legal document that nominates a person (called an “agent”) to help you with your finances if you become sick and can’t handle your own affairs. The majority of caregivers handle some financial coordination for a friend or loved one — like paying bills from their care recipient’s accounts, managing investments or handling insurance claims.

Read the Article

Don’t Let Family Caregiving Ruin Your Financial Future

As a financial adviser who specializes in assisting caregivers and the son of a man who battled lung cancer, Elliott Appel is well-versed in trying to balance a loved one’s needs, work and home-life demands, and the desire to maintain your own financial stability.

“It’s challenging,” he says. “You have a bunch of competing priorities, and usually, there's just not enough money to go around for everything.”

Read the Article

Powers of Attorney: Crucial Documents for Caregiving

What comes to mind when you hear the words “power of attorney"?

An important legal document? A license to steal? The key to successful caregiving? All of the above?

If you thought “all of the above,” you're on the right track. The power of attorney is a powerful legal document.

Read the Article

Link to CEU Quiz

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