It is the beginning of 2020 and I'm looking over the financials. My household, the firm finances, and Mom's finances - I guess it is just that time of year. One of the biggest safeguards against self-dealing, or a fiduciary misappropriating funds, is the disclosure of information - particularly to beneficiaries. This is the reasoning … Continue reading First Year of Assisted Living Costs – Columbus, Ohio
My sisters and I have undertaken the cleanup of my mom's house. Increasingly, it is clear that it is not a good environment for her. Regardless of if Mom stays in a facility with a nursing staff or we move Mom into a condominium or an apartment, keeping her in a three bedroom, two and … Continue reading Working with Siblings
My sisters have been in town helping me clean-out my mom's house. She never threw anything away, so she has three houses worth of stuff under her roof. It is ridiculous. During our time together, my sisters and I were kind of reminiscing over the journey with mom, childhood, and how we got to where … Continue reading If I Could Talk to Me, 15 years ago… Lessons Learned From Caring for a Mom with Bi-Polar Disorder
Last week I had to take Mom to one of her psychiatry appointments. Typically, the appointments should only take 10-15 minutes. Hers usually last the better part of 40-60 minutes. After the appointment I had to meet with the residential nursing staff at Mom's facility, update them on what the physician changed, the tests he … Continue reading Coordination of Care – Create a Form
I moved mom into an elderly retirement community with nursing care about three months ago. It was the best decision I have ever made for myself, and for her. She was probably calling me 30-40 times per week, now she is averaging 2-3. She has gone from being clinical for three months, to now stay … Continue reading Three Month Update – Caregiver
A guardianship is a legal action that is filed in the probate court. The issue for the court to decide is whether or not the person in question, the proposed ward, is in need of a guardian, and, if so, who should serve as the legal guardian? While these actions are common in cases of … Continue reading Guardianship – what is it?