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Life Events
Caring for a sick or elderly loved one
If you are faced with taking on the responsibility of caring for an aging or ill loved one, these resources can help.
Keep in mind:
Look
into obtaining a power of attorney
Consider
a conservatorship if your loved one can't grant you power of attorney
See
what professional caregiving support is available
See the checklist
Browse resources
Read
Long-term care insurance: Understand your options
Consider long-term care insurance if you have assets to protect or want to avoid becoming a financial burden on your family.
The caregiver's financial guide
Five questions to help you prepare for what may be one of the most important roles of your life.
Your guide to Medicare: 5 key questions answered
Information you may need to activate coverage for yourself or your parents.
Merrill forms
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Beneficiary Designation
Preferred Rewards
Transfer new assets, such as an IRA from an outside institution, and you may qualify for real benefits and rewards on your Merrill investment and Bank of America banking account.
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Merrill Guided Investing with an advisor
All the benefits of Merrill Guided Investing with an advisor who will discuss your priorities and provide advice and guidance to help you pursue your goals
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Important disclosures
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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