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Eldercare
Reply to "Overwhelmed by trustee duties - please help!"
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[quote=Anonymous]I do all this and don’t find it stressful except at tax time, and I am getting more organized to reduce that stress. We have a financial advisor who oversees investing and advises us on what to do to be tax advantaged. I created a list of all the 1099s needed each year for taxes: Social security Pension Investment 1,2, etc We use DropBox for me to share the documents with the tax preparer. I keep folders for taxes for each year. I changed the address with the PO to my address so I get the paper forms. Slowly, I am updating with companies to stop getting paper statements and to use the online access where I can download tax forms, etc. Once your husband gets organized, it’ll be a lot easier. Use LastPass to store passwords and one email address for mom, and re-do all the passwords for the accounts. Once you take these steps, it will all take less time and be less stressful. [/quote]
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