Mom's PD has reached the dementia stage. Everyone knows it. Her financial planner was working on financial POA and brought it over for us to look at and agree to. . I had been privately on the phone with the financial because mom is accusing me of stealing her insurance money and acting like a lunatic.. Mom denies she said it now but she has dementia HELLO? Today her financial planner who had been so sympathetic privately with me before bc her dad had dementia before he died turned around today and said that mom and I should call a priest or someone from the church to help us work through our issues and "rebuild our trust". Apparently when I wasn'st in the room mom and her fin pllaner disucssed it and thought it was a wonderful idea I wanted to tell her to f off and b**ch slap her right there. She says "Oh it's what your mother wants". I don't think a priest is the answer unless he can perform an exorcism and get rid of mom's dementia. My cousin who is #2 on the DPOA is furious and wants to call the financial plnnr and rip her a new one. (And my cousin by the way is a religious Lutheran who goes to church every Sunday and plays in the bell choir). She wants me to call a lawyer ASAP @ getting guardianship before today and now I'm wondering if I should. Don't have the funds but I need to talk to someone fast.
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I would have thought the role of the priest would be to help Mom understand that she needs and shoudl accept help - i.e. a trusted person who would be seen as above any petty family issues or struggles, and who could be primed in advance about what the real situation was. I think it is a blessing that Mom forgot about accusing you of stealing money - you probably should not have been "reminding" her about it! FAs may be many things, good and bad, but trained, sensitive counselors or mediators they are usually *not*. One of the ones who liked my parents a gret deal was hugely helpful to me, even more so emotionally than practically, but I think he was pretty exceptional.
Don't let mom's dementia embitter you if you can help it...yes it's awful, my God yes, it REALLY sucks... but hey, at least she has YOU to help her steer the way through, and a lot of folks don't have someone who loves and cares like you obviously do.
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I'm surprised that a FA would suggest a priest as that is way out of the norm; I can see a FA suggesting contacting an attorney, an appraiser, a Realtor, a CPA, etc. all those I can see an FA giving names of as they all have set qualifications to do what they do and state boards.
perchance has mom had any margin calls?