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Eldercare
Reply to "How to set up Power of Attorney for elderly mom?"
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[quote=Anonymous][quote=Anonymous]Legal zoom is fine for a POA! [/quote] Agree for the POA, but there should also be a will, living will, and potentially other documents depending on the mom’s circumstances. Op, I’d start with legal zoom to get something in place now, then look around for a lawyer to take care of full planning. Other things your mom can do is to make sure you are listed as beneficiary on any retirement accounts, and to add “Transfer on Death (TOD)” to brokerage and bank accounts. This way funds will pass to you automatically when the time comes. You could consider setting up something like the Nok box so you have all the information about her financial life in one place. https://www.thenokbox.com/ If that seems like to much, just even getting a notebook and writing down all her account info in one spot would be helpful to you. [/quote]
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