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Serving families in Palm Beach, Martin and Port St. Lucie counties

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Protect Mom's Assets

Judie Rappaport
January 8, 2015

Dear Judie:

Since my sister Brenda lost her job, she insists on doing everything for mom:  doctors’ appointments, shopping, finances, etc.  She says she doesn’t need help and is perfectly content with these responsibilities. It isn’t like her to be selfless. I’m suspicious. What should I say?

- Pam, Vero Beach

 

Dear Pam:

”Thank you” is a good beginning—but only after you’ve asked mom how she feels about this arrangement.  Even if mom approves, it may be wise to not disengage entirely; taking part in financial decisions will help assure mom’s assets are used solely for her care and if Brenda burns out, becomes ill, or realizes this “isn’t like her,” you’ll need to know the ropes to take over.

 

Judie Rappaport, President & Founder
Preferred Lifestyle Services

Trust Yourself. You Have the Knowledge, Insight,
and Power to make the right decisions for you and your parent. ©

 
 

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