Me and my sister have 50, 50 Power of Attorney and control over my mother's finances. We agreed upon this when we found out she had Alzheimer's. At that time everything was fine between us, we as good as it gets anyway. I now know she had a reason for this.
Everything including my mother's care was to be 50, 50. She would have her in the summer months and I would have her in the winter months. She lives back east and I live in the south. This has not turned out to be the case. I'm luck if she even calls to say hello to her. She has told me that she does not care if she see's her, put her in a home on and on. We fight all the time. Its been three years now and she refuses to even take her for a few weeks to allow me to go on vacation. I'm exhausted, burnt out and getting ill.
I have tried to talk to her and she gets hateful and acts like I'm lying. She brings up stupid stuff that happened when she was a teenager, tries to make everyone think that my mother is just an awful person, quite the opposite, she is kind, loving and caring.
The only thing my sister does is keep close tabs on Mom's bank account, I'm told off if I buy her clothes, quizzed on every purchase on her credit card and its so obvious that its for my mother. She barley spends a dime but my sister is so worried over her inheritance that I'm just disgusted with it all.
Can anyone tell me any legal rights? My legal rights? My bills have doubled and some tripled utilities, grocery's, etc. my sister will allow Mom to purchase grocery's once a month. My sister is just kicking back waiting for something to happen to mom so she can rush in and get the money, sell the family farm etc.
Once I suggested that mom pitch in and help with the house hold bills and she made me feel so bad for even mentioning this that I never said anything again. Things came to blows again last night and that is why I'm asking this question. Is it out of line to request help? I'm not destitute or anything but why should I do everything and her nothing? May I add she is going on vacation for the 3 year in a row because she is so stressed out????? she answers phones. I work all day, and come home and sit all night with Mom and Weekends are the same, I have absolutely NO life. as much as I love my Mom and will continue to take care of her can someone please tell me if I'm out of line. Thanks you for any input. May I add, I have been so depressed for a few years I even took steps to talk to a counselor, they told me that there is nothing wrong with me mentally I have just been handed a bucket of crap from my family.
Why did this happen in my case? Because my twisted sisters did not believe what I was telling them about mom and her behaviors. So, tw2 moved mom to a care facility in June last year which she thought would be an easy adjustment. I still have an email she sent a week after the move that from what she read "it will take a few weeks for mom to adjust to her new surroundings". HA! It is now nine months later and I guess mom is still adjusting. What an eye opener for those twisteds of mine. And who is this the hardest on? My mom and her hubby that ended up in the cross fire, and ts2 who is POA finally just beginning to GET IT! And she is not providing the care as I did for four very difficult years that would have been much easier if I had been an only child.
Of course we all know I do have a huge concern over the farm and Mom has said several times that she wants me to have it and she will sign the papers, has told many people that and I have had several opportunities to have her sign the papers but did not feel right about doing that. Mom really is competent. I told my sister that I was going for guardianship and she went nuts, then she threw into my face that she could not believe that I would take mom to court and embrace her that way. Again, I explained the whole thing to mom and she told me to draw up the papers and she would just sign them, she wants to stay with us.
I guess I just needed to talk to someone that is nutural (All of you) to sort things out in my head. My husband even told Mom, not to worry that we will purchase farm from my sister and if we are not able to worse case we will have 1/2. All of these conversations were before it became so out of hand. but now I'm starting to think if she is unwilling to help, speaking to me that way, and not even making an attempt to see mom why not take the farm.
I guess a lot of my emotions come from what would dad do or think, then I start
wondering what would Dad do or think if her were here. I remember being told that when his mother died one sister refused to pay her part to put her away, my Dad much like me was full of emotions. He of course stepped up and took care of it all, he had 4 sisters 2 could not help due to finances and 1 of course did everything she could, the other actually refused so he made her sign a paper stating that she refused to actually pay her part to put her mother away, I have no idea why, he only kept it in his safe maybe to look at once in a while as a reminder, I actually have the paper in my possession, she has grown kids and they have NO idea and I will take that to my grave. Dad also had a sister that was poor so she came to him and they made arrangements that if he would take care of her and her husband they would sign over there home which was a little shack, meant nothing to him but he was just so kind and caring and such a family person.
We are not wealthy by any means but my husband is a wonderful provider and I am lucky to have a very good job so its not that we really want for anything, that is why I'm not worried about mom's money I hope she outlast the money, my only concern is the farm, its in my blood. I can go there and almost see my grandparents and my father and when the day comes Mom's spirit will be there also I guess that is why I'm contemplating forcing her to sign it over. I ask her twice and she goes nuts, she is just waiting to sell it, she hates the place, she has even told me that she does not get attached or has any type of sentiment to anything.
She tries to tell me that she does not care about money or the farm so question, if that is true and My family is taking care of everything why would she have any problem signing over the farm but instead she will try to play on me and tell me how wrong I am to try to change Mom and Dads wishes. This is why I have come to all of you, trying to sort it all out in my head. I have no children and would not consider leaving my niece anything after the way she has acted, she is worse than my sister. My thoughts are if I do manage to get the farm, my husband has a special needs son, I have thoughts and dreams of one day carrying out my father and mothers dreams and building a home on the hill. Dad became sick before he could follow through. Then at the time Me and my husband are gone it would be left to the special needs foundation for a special needs camp or such and make it a place my step son could live for life. I hope now you all understand my thoughts and why I am contemplating following through on all of this. We need a larger home but I also realize there could come a time that mom's money runs out so I am thinking I will just speak to my husband and add a room to our home, we can cover everything on my salary alone so just in case that would able us to provide for mom.
With your help and advice I have decided and realize that she won't do anything but yell about the money, she sure would not spend a dime of hers to take me to court plus I have been told that in the State of Texas there is no 50 50 on a POA there is a primary and a secondary. I have found a place just a few hours away, its beautiful, a day spa and B&B, with the confidence that you have gave to me, I'm going to take mom for a long weekend and let her have the time of her life. I know this will be a big issue with my sister because I will pay my 1/2 and mom will pay hers. We take her on every vacation that we go on and she pays her 1/2 well not really but she contributes a little, she can afford it and each time my sister screams and yells. Really work your whole life to be told that you can't have a nice time with your money. All of you have been so much help and I appreciate all the comments, advice and welcome anything that you have to say or offer to my situation. You all have also help me see that if she will not take mom so I can get some rest, I don't care I will hire someone to come sit at the house with her. I get 5 weeks vacation, One is spent at the farm with mom we take her home once a year, she so looks forward to this and I will for the rest of her life. Of course again each year my sister and niece yell at me because they have taken moms car and have to make sure its back in the garage. But from now on we will twice a year schedule a vacation and hire someone to stay with mom.
I have never felt such contempt for anyone, but with all that has been said and done the day something happens to mom is the day I say goodbye to my sister and niece, its pretty much that way now except for things that have to be discussed and that is less and less.
What I am saying is that it is unethical to advise someone to cause emotional stress to a vulnerable person since to cause undue emotional stress to a vulnerable person is emotional abuse and therefore illegal under every state's law.
It would be in Aveeno's best interest to deal with this calmly and quietly and firmly without making trouble if she possibly can since making anyones life a living hell is harmful to the individual exacting retribution too and I think Aveeno has enough on her plate right now.
Interestingly the American bar association notes this in relation to pro bono paralegals:
Since pro bono legal services are subject to all the same legal responsibilities as paid legal services,it is advisable for a pro bono program to have malpractice liability insurance that covers the attorney and all other volunteers (i.e. paralegals).
It seems to me your life would be far easier if you and mom go to an Elder Law attorney in the state where you live, and get the POA issue settled first.
Your mother still has the right to spend her own money as she wants. She does not need permission from you or from your sister to consult a lawyer if she wants to and pay for it out of her own funds.
Just because a person has dementia does not make them incompetent, though with time it usually does. Dementia does not take your mother's rights away. All she needs to do is understand "in the moment" what the POA is and what it is doing in order to execute a new one.
Too many times the non-caregiver siblings are as you describe "Aveeno". Do not talk with sis, e-mail only so you have copies of everything. If you have to speak with her, document very well what the conversation is.
And get your mother an attorney, specializes in elder law. I would not hesitate to ask the court for a conservator and guardian to protect your mother from these battling sisters. We did just that in our case, and yes it cost a significant amount of money, but was the best solution that kept the personalities out of it. You may want to start by finding a Geriatric Care Manager to work with MOM, not you, to help her determine what she wants to do. That is the best protection that you can provide yourself. And it is on Mom's dime as the purpose is in you mom's best interest.
And you should be paid for the care you provide. I hope mom is paying for her daytime caregiver. I would also plan a vacation, you need the break, and either bring a 24/7 caregiver in for mom while you are gone, or find a memory care facility that offers respite care. This is also on Mom's dime.
I would not talk or develop a relationship with an attorney that is suggesting as Socrates is. What she proposes is illegal, unethical and could potentially get her disbarred if in fact she is an attorney at all.
Find an elder care attorney for your mom, most often they will offer a free 1/2 hour consultation to discuss the situation. They will want to speak with mom alone, away from any potential for coersion from you.
I have been through exactly as you describe with two siblings that actually e-mailed me to say they wanted to pay me for the 24/7 care I provided my mom. But, also stated that mom wanted money left for all of us. Very good example of how they were concerned about the money left for them and not paying for the care my mother needed. Yes, I took them to court, and I won!
To convince an elderly person with a dementia to change their will in favour of an individual is considered to be coercive and is regarded as abuse. Unless your mother can rationalise without assistance why she wants to change her will and understands the consequences and that indeed this might be the last opportunity she has to change her will then she does not have the capacity to change her will anyway.
To contrive this is also illegal, pro bono or otherwise.
It is wide open to challenge which would also result in the lawyers gaining money. Again offering ill thought through advice Socrates and you may not put your email address in posts
Well it was worse than I ever imagined. My sister was so mad, started accusing me of all kinds of stuff. Told me that she had 50 50 on the POA and refused her consent for me to speak to an attorney unless I paid for it myself. Then she really showed her colors and said I really don't care because there is only 2 years left on Mom's look back. WOW, that took me over the edge!!!! I told her that she needed to forget the look back that Mom is in good health and will remain in my care NOT A NURSING home until it was medically necessary. Then she went on with a bunch of other words (ALL VERY RUDE).
by time I got to the office my nerves were so tight that I was sick to my stomach, shaking and have been now for 2 days. I understand and everyone tells me to walk away but how do you stop the continued bullshit that she throws out. Happy to say my husband should make it home this weekend so I will be able to discuss all this with him and we can go from there.
Put all the regular bills into direct debits so you don't have to deal with them or worry about forgetting them and job done you ca sit back and relax. One of those direct debits should be to you for her rent etc. As for the cleaner. If you sister gets snitty about it explain that she has two choice two no other option. Either you employ a cleaner or you employ a caregiver over and above anything you already have so that you can do the cleaning. You have acted in the most financially savvy way although quite frankly I wouldn't have the conversation.
I know B12 deficiency can make you very edgy about a lot of things too since we all need B12 to repair and maintain our nerves amongst other things. But pick your battle ground. When you have just had your shots and are feeling pretty good then go for it. It's all in the planning me dear but you can do this and as her primary carer I actually think you know you have to so grow a steel backbone stay calm and quiet and don't let her get to you xxx
I had to get a new caregiver, the last one was burnt out and handicapped. He realized it was time for him to move on even though he still comes to visit due to the love he has for my mother. He would only watch TV with her and do light house work because he was unable. He was a good trusted friend. I hired another lady, she is wonderful for mom but in the job duties I requested that she keep mom's room clean, along with light house work. her salary came to approximately $40.00 more a week than the last one, my sister had the nerve to tell me that since she would be cleaning my house that I would need to pay the balance.
We did try Namenda but it makes her stomach upset and its not good so we had to take her off of it due to the restroom issues.
Mom understands what is going on and she even got on the phone one night and told my sister she does not want the family farm sold and had decided to give it to me. My sister when nuts so I told my Mom not to worry I would figure out how to buy her out. After this weekend and much though of the matter I have decided to fight her on this since she can't be bothered with anything.
I do admit, I have become very rude while talking to her, I'm so tired of the excuses, lies and just over all not caring about my mom. My sister knows that I have bad Vitamin Deficiency's, I was diagnosed about 5 years ago and have to take B12 shots every week or I go down hill very quick so I tire very easy. my close friends and co workers know if I miss a shot and will remind me, they can tell. She also knows that I have a 23 year old special needs step son, he has seizures about every 2 weeks, he is the light of my life and I love him dearly. My husband started a new job about a year ago, the company is coming out of bankruptcy and very short on pilots. He works so hard, I saw him 6 days last month, 2 days at a time so she is also aware that I'm left alone to deal with all of this myself.
My sister know's that she can't touch the money unless I agree and same with me. that is why she watches every dime I spend on mom she is trying to save as much as she can so in the end she can have it. Discussing I know. My family went on vacation last summer, we met my husbands family at a resort, rented a house for the entire family, Mom's portion for everything came to about 500.00 and my sister threw a fit, told me to leave mom at home. So to me she is telling me that now I can't even take mom on a vacation. when my husband comes home we like to go to dinner once in a while, well we don't go anywhere fancy but when you take 4 people out to dinner you can count on at least 100.00 again we are to pay for all of this, when I say this I guess I could just do what I want to but that is when the screaming and yelling come into play. again my fault I guess I just need to get a backbone but I'm still in shock, who would have thought a family member would act this way. The bank account, I can sign on it. most of her money is direct deposit, she receives one check from her investment funds and most of the time I have to photo deposit it because I have issues getting her to the bank, that is why I say credit card because most of the items that she buys are put on the credit card and paid in full at the end of the month. The only thing my sister does is pay mom's bills, I guess I should do it myself but before all this got so out of hand I though it was best because I know this sounds silly most the time my head is spinning and I'm afraid I might forget to pay something like Health Insurance and I would hate that.
I apologize if the letter was all over the page, I'm actually trying to answer the last three peoples questions so I have jumped from one thing to the other. You all have been such a help to me. Its terrible to be in the situation of not knowing how to handle something, at this time I really can't afford an attorney but realize that this is something that I will just have to figure out and take care of anyway.
May I add, My mother ask me the other day to please don't make her go to my sisters house, when I ask why she said I don't like it up there, she said I can't put my finger on it, he has never been mean to me but there is something wrong with your sisters husband and I don't want to go around him. I'm so happy with you honey, can I please stay here so hopefully you can see that even though I would love to have a break I could never send her for more than a week or 2 and she would have to be with her caregiver. Strange before we lost Dad he would tell me the same thing. He always said something is wrong with that man and I just can't figure it out.
As I understand it you are probably POA joint and several which effectively means that you can both act independently. To ensure that money is spent appropriately why don't you set up a specific account for your Mum but with your name and hers on it and transfer funds to it. Im not talking all of it but a significant amount. Others will tell you the US banking law but it can and really should be done so that finances are kept very separate. It also allows you to invest any residual money should you want to.
Now lets talk inheritance. Tell your sister firmly but quietly and calmly that there is NO inheritance until your mother passes on and also tell her that she needs to think well on that.
If she tries to tell you off - tell her that you have all the receipts and can justify every purchase as being in her Mums best interests - what's she going to do other than be nasty. Just put the phone down on her.
Now on to the trust - ask for a copy and get it looked at by a lawyer - you are joint POA you have a right to see it
If you can talk calmly to your Mum why don't you explain that it might be easier if you were the sole POA as you are also the sole carer and see how she feels about it. If she trusts you enough you can take her to an independent lawyer where she can revoke her current POA and make a new one.
Alternatively you can tell your sister that if she continues to be unpleasant and intransigent (seeing as she does nothing positive) then you will ask for your Mum to be made a ward of court and then there will be independent decisions made on where money is spent. Point out that you don't want to do this as it will incur significant costs but that is a route you will consider.
Your Mother should absolutely contribute to the household bills if she is financially able and you should keep receipts for items you buy on her behalf and recoup that money.
One thing you haven't mentioned is her current bank account - I notice you mention the credit card. If you only have joint signatures on the bank account then I would definitely suggest you get Mum to change that to joint and several so you can draw on it if you need to for her.
Just stay calm, put the phone down if she gets stroppy and talk to your Mum and repetitive as it is KEEP RECEIPTS
I am not going to name call and it will serve you no purpose to do so either. Your road is already difficult, don't make it harder than it need be. If sister gets nasty just tell her I have receipts for everything I have purchased you can see them when you visit....... and keep repeating it don't get into an argument and if she really gets unpleasant just say slowly calmly and softly ..I will not allow you to be rude to me I am putting the phone down - AND PUT THE PHONE DOWN
There is nothing more irritating to someone who is bouncing up and down in anger than for you to remain totally unruffled - even if you are in Mad Max mode inside!
I brought her to Dallas because I refused to believe this was happening, I took her to a neurologist and he did the same testing but she did not get upset with me, just ask me to explain and I did calmly and she was a little upset but we never spoke about it again. On the other had my sister tries to pound into her head that she has Alzheimer's and that's that.
I have tried different vitamins, natural remedy's with hopes to help a little and my sister laughs at me and tells me how stupid I am. I never give mom anything without talking to her doctor and approving it, (Natural things) then I will take it myself for a few weeks before giving it to her.
I have had her for 3 years and she has not changed. She understands everything, laughs, talks to be honest you would never know unless you were around her 24/7. the only issue is she had no short term memory, like I can give her dinner and she can't tell me what she ate 10 minutes later. BUT we have all noticed if its something funny or upsetting she grabs on and will NOT forget. Very odd.
I ask the doc. if she could just stay this way and he said yes, this all happened out of depression of loosing my father, grandma, and grandpa in a 3 year period, not that it runs in the family she just gave up. Since she has been with us she is busy, feels wanted and laughs and talks all the time. So I guess to answer your question, Yes unless it was what did you have for dinner or something like that she can answer any question and understand anything anyone ask her. There is a family trust and a will. It was all 50-50 between me and my sister but they had no idea she would turn out like this.
E.g., she complains and/or refuses to reimburse you for groceries more often, and/or for necessary clothing. Check the POA to see what it says about the necessity of providing for your mother's general welfare, which obviously includes food and clothing.
Duties are typically couched in broad terms, sometimes with examples. Find appropriate clauses and list all her breaches.
These could be considered breach of a fiduciary duty.
If your mother understands the situation and can execute a new POA, do so, but make it a durable one. Then either have the attorney who wrote the existing one (or you can ) notify your sister her rights, duties and obligations have been terminated. Send the notice by certified mail, return receipt requested. She may not sign the receipt, but you've documented with the cert. mail slip from the post office that you've attempted to make proper notification of revocation of her rights.
If your mother doesn't understand sufficiently to legally revoke the existing POA, ask your attorney about action for breach of fiduciary duty.
You've mentioned the farm. How is it titled? In your mother's name solely?
I assume there is no trust, but that there is a will?
Is mom paying tha caregiver out of her funds?