[ad_1] I work with families who have a loved with who has been diagnosed with a cognitive issue and almost without fail, their first step was to add someone to the bank account. While I am not a lawyer or banker, I can speak to the basic practical issues this can create and when this … Read more
[ad_1] A colleague of mine called to ask for some help. She and her two sisters are stepping in to help their parents and shared the never-ending battle they are having with a company called PowerHome Solar that recently rebranded to Pink Solar. See the link to recent news story about this icky business … … Read more
[ad_1] Recently, I have visited several banks to set up banking access using the Durable Power of Attorney (POA) in which I am named. Even when visiting with my clients and doing it together, it is no easy or smooth task. Every bank is different and most of the bankers you sit with don’t know … Read more
[ad_1] It’s been a while since I had to deal with anger from my Mom or a client diagnosed with dementia. My Dad never lost his cool even through moderate Alzheimer’s. Angry & Righteous Today There is no easy salve to navigate these situations. I support an individual who lives in a retirement community managed … Read more
[ad_1] The length of time it takes to get a Durable Power of Attorney (DPOA) accepted at a bank seems to only get longer and more frustrating every year. In our work at MemoryBanc helping clients navigate forward when estate plans need to be put into action a large portion of upfront time is explaining … Read more