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

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

Forms may be easier to read on a larger screen.

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.

Learn more

Ready to get started?

Open an account

Find a local Merrill
Financial Solutions Advisor

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
Learn more

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.

MAP5429234-05312024

Locations	Call us at 888.637.3343	Schedule an appointment
	Connect with us:

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities.

Asset allocation, diversification, and rebalancing do not ensure a profit or protect against loss in declining markets.

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.

This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary (PDF).

Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). MLPF&S is a registered broker-dealer, registered investment adviser, Member Securities Investor Protection (SIPC) popup and a wholly owned subsidiary of Bank of America Corporation ("BofA Corp").

Merrill Lynch Life Agency Inc. (MLLA) is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured	Are Not Bank Guaranteed	May Lose Value
Are Not Deposits	Are Not Insured by Any Federal Government Agency	Are Not a Condition to Any Banking Service or Activity

Privacy | Security | Glossary |

4326521