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Eldercare
Reply to "Overwhelmed by trustee duties - please help!"
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[quote=Anonymous]He needs to change her address with the postal service to his address and to get himself online access to all of her accounts. And now is the time to make sure he knows where all the assets are. I’d strongly suggest if she has some means that he turn over management of the investments to a financial planner. I think my mom pays .94% but their returns are far and above what we could do ourselves, the money is secured and not easily accessible (which is helpful as the elderly relative becomes susceptible to scams) and they are experts at tax loss harvesting so even her gains somehow look like losses. Is your MIL still living in her home or is she in a facility? [/quote]
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