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Personal Finance and Investing

Deuxcents

(19,695 posts)

14. Don't know where you live but I hired an attorney that works with retired/elderly people

Reply to albacore (Original post)

Fri Aug 16, 2024, 08:35 PM

Aug 2024

And he put together a trust for me that included my Will, my Living Will, my house papers, my personal papers, phone and account information..everything (hopefully) that my sister would need when my time is up. It came in a very well organized binder with easy to find tabs. So glad I did it. Best wishes for you and your wife

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I'm old...and not well. Worried about my wife's finances after I'm gone. She has early dementia.... [View all] albacore Aug 2024 OP

you need to setup a irrevocable trust drray23 Aug 2024 #1

This Joinfortmill Aug 2024 #10

drray23 is spot ON.... democratsruletheday Aug 2024 #17

all of those are available including trusts. do a google search using those subjects. are there any senior centers in msongs Aug 2024 #2

Yes to the will. Selling her the idea of somebody controlling her money is a non-starter at this point. nt albacore Aug 2024 #5

Try an estate manager. sinkingfeeling Aug 2024 #3

Two people Lulu KC Aug 2024 #4

Rather than friends or acquaintances, I would advise your local bar association. lastlib Aug 2024 #21

I'd agree that it's always good to check the local bar association site about an attorney Lulu KC Aug 2024 #23

I totally agree Abstractartist Aug 2024 #6

Call a local social worker. They may be able to refer applegrove Aug 2024 #7

Go to Bogleheads.org. Read for a bit. Look at their Wiki. When marybourg Aug 2024 #8

I concur... Alephy Aug 2024 #13

I just came back to this thread. THANK YOU for the Bogleheads tip. Very useful. nt albacore Aug 25 #27

I have a recommendation, but she is here in Seattle. Might be worth consulting for guidance on options tho pat_k Aug 2024 #9

Do you have an attorney? A trusted banker? Botany Aug 2024 #11

This isn't a situation for random searching. You need a trusted lawyer for every phase. enough Aug 2024 #12

Don't know where you live but I hired an attorney that works with retired/elderly people Deuxcents Aug 2024 #14

Elder law resource TommyT139 Aug 2024 #26

absolutely critical that you get professional help Skittles Aug 2024 #15

I'm really sorry to hear about your wife's situation, yours and the worry you might be feeling. mahina Aug 2024 #16

Very informative n I hope to take advantage Deuxcents Aug 2024 #18

You bet! mahina Aug 2024 #19

Aloha, mahina .. I just now got an email with the pdf version attached! Deuxcents Aug 2024 #22

Thanks for all the good suggestions, DU folks. It's what we can depend on here...good folks. nt albacore Aug 2024 #20

Are none of your kids trustworthy? Happy Hoosier Aug 2024 #24

It's complicated. Both kids are trustworthy.. but... albacore Aug 2024 #25