I am POA and on her checking acct. She does have mutual funds and some investments. Who's the best person to get answers from regarding securing some of her assets before she gets ill or needs a nursing facility?
Great time to set up a trust if your mother is willing. There are a myriad of considerations and I applaud you for your forethought. Yes you will need an attorney for a will, DPOA, trust, benefits etc. You have much homework to do in preparation for situations you will inevitably encounter. My hat's off to you for doing this now. Smart cookie.
Yes you will need an attorney for a will, DPOA, trust, benefits etc. You have much homework to do in preparation for situations you will inevitably encounter.
My hat's off to you for doing this now. Smart cookie.