Mom and Dad had a trust and they chose their oldest child, who lives three hours away, as their successor trustee. When Mom and Dad died, the oldest child took over the bank accounts, brokerage accounts and got in touch … Read More
Miss H celebrated her 103rd birthday. When she was first brought to my attention, she was living by herself in her own home. Even though she had family nearby, they didn’t see her unless they wanted money. They didn’t keep … Read More
Mrs. G was in her 80s and had dementia. Her husband, Mr. G, took great care of her until he started experiencing his own medical problems and he eventually passed away. During her husband’s dying process, Mrs. G’s kids were … Read More
Mr. and Mrs. E are in their late eighties. They have lived much longer than they anticipated and are now getting tired of their financial paperwork. Their daughter knew her parents needed help, but she also needed to manage her … Read More
Miss D is 67 years old and has a malignant tumor. She stopped taking chemo about a year ago and is on Hospice care in her home. She has 24 hour care and, at this point, doesn’t recognize her best … Read More
