Journal
Notes for the person with the checkbook.
Plain-English essays on keeping a parent's money clear. They are general information, not legal advice.
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What records should a power of attorney keep?
A plain-English list of the records an agent should keep when handling a parent's money.
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How to answer a sibling who asks where Mom's money went
A calm way to answer a brother or sister who asks about a parent's money, with one page and a receipt for anything you paid yourself, and without an argument.
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What is the Medicaid 5-year look-back (and why your records matter)
A plain explanation of the 60-month Medicaid look-back on transfers, and why an agent's records matter.