Follow
Share

Hello! So a few years ago my grandmother moved back to an assisted living home, my mom and aunt have been taking care of her. My mom noticed something odd about how no money was going into my grandmas bank account. She hardly has any money in there. We found out from another relative that she gets an extra $2000 a month. My aunt is her POA and claims to be financial fiduciary over her funds. Is there anything we can do? I know she has been stealing her money but its hard to prove.

This question has been closed for answers. Ask a New Question.
Thank you jjariz, I appreciate your help!
Helpful Answer (0)
Report

If Auntie won't share financial info with you, your next step is to hire an attorney to see if you have standing to inquire into this matter.
Helpful Answer (1)
Report

I also want to thank everyone who has replied to this for trying to help me out, much love to you all! ❤️
Helpful Answer (0)
Report

CountryMouse- my mom has tried asking her several times and never tells her the amount. She has been so secretive about the whole thing that makes it suspicious!
Helpful Answer (0)
Report

Ok her income is from SS, VA, and a Pension, after her living expenses she has $2,000. She does not have Medicaid, it is tricare and no, they are not paying for her assisted living she is. The other relative is my aunts daughter who has been worried about what her mother has been doing with my grandmas money. She has not made things clear about my grandma’s income.
Helpful Answer (0)
Report

And who is this "other relative" who claims to know all about gma's income? Are they possibly trying to sow discord between the sisters in order to stir the pot or gain some sort of control over granny's income?
Helpful Answer (1)
Report

I'm sure this the stupidest question of all, but have you and your mother tried asking your POA aunt about grandma's income and outgoings? Seems a more straightforward approach and preferable to the rest of the family talking behind their hands about it.
Helpful Answer (1)
Report

You keep referring to "extra" money. Extra in addition to what?

Does she have an annuity or investments that she gets income from each month?

Mom tells you that she is getting $2000 "extra" each month. How is the AL being paid? Does Aunt pay them? Is there an arrangement by which funds are paid directly from her pension to the AL? I have an arrangement like that with my employer; money from my paycheck goes directly to my credit union to pay my car loan. Money also goes directly from my paycheck to my insurance company; those monies NEVER "hit" my bank account.

So, unless grandma's TOTAL income is greater than what it costs her to be at AL, then there is no money missing.
Helpful Answer (0)
Report

I’m sorry if this sounds like a dumb question or that I’m being a smart-azz but -
Is your grandma on Medicaid? Do you know how that works?

If grandma is on Medicaid- all of her income - minus a very small
personal “allowance” - less than $100 a month, is taken by the facility and Medicaid only pays the difference between the cost of the facility and the amount paid by grandma via her pension, social security and her VA benefit.

The only way any savings - money going into grandmas account would be if her monthly income was more than the $3,300 it costs her to be at the AL facility. 

Added via edit:  by chance you are meaning that grandma had money in that account but it’s now gone even though she receives Medicaid- that money would have had to go towards the cost of her AL before Medicaid would begin to supplement her costs. 
Helpful Answer (0)
Report

If assisted living costs $3,300 per month and her income is $2,000, then there is a shortfall of $1,300 per month. Medicaid is probably paying for the shortfall. It all makes sense that she doesn't have anything leftover because she is paying $2,000 per month toward the assisted living costs.
Helpful Answer (0)
Report

Her assisted living is $3,300 a month, I was mistaken my mom says its between her SS, Pension and VA she gets an extra $2,000 a month.
Helpful Answer (0)
Report

Assisted living costs $4,000-5,000 per month. The VA doesn't give veterans or widows $2,000 per month for A&A. It appears that there is more here than you've described.
Helpful Answer (0)
Report

The VA gives her an extra $2,000 and she doesn’t go anywhere or do anything so I know that money is going into a different account.
Helpful Answer (0)
Report

Well she has tricare but that doesn’t cover her assisted living expenses, she gets money from Social Security and the VA.
Helpful Answer (0)
Report

Sofrustated, by chance is your Grandmother on Medicaid, and that Medicaid is paying for all of your Grandmother's care?

If yes, then your Grandmother is only allowed to have a small amount in her bank account, and the rest goes to the nursing home, with Medicaid making up the rest of the cost.

Let us know if this is Medicaid. Others on this forum who are more familiar with the ins and outs of Medicaid can give you more information.
Helpful Answer (0)
Report

This question has been closed for answers. Ask a New Question.
Ask a Question
Subscribe to
Our Newsletter