This has been a total awful day!
I flew to California from Montana this last weekend to visit my Aunt and have a sit down with her friends.
We all explained to her (for the hundredth time) that her home has been sold and that she is now in her new home. I put up a huge visual aide stating as much. I know it's early, but it doesn't seem to have had any impact (she has dementia).
I am gathering together everything I can to do her taxes. I have come to realize that this is so much more involved than I imagined.
My brother took care of clearing her house after we sold it. I have asked him to get last years tax returns to me as well as a copy of the trust . He is the executor and I am the POA handling all of the financial stuff.
I totally feel like I'm in over my head!
Even though I have done everything above board, I am terrified that while I am doing everything I can to take care of my Aunt, Somehow this is gonna come back and bite me in the butt. I thought I could handle this on my own, but I'm thinking I need an estate attorney. Any advice??