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Butterfly62 Asked March 27, 2024

What to say and how to deal with a sibling asking your elder mom for money?

HI everyone, another question and update on my situation. My mom 86 did move in with us and everything is going fairly well. But, we are still dealing with my sister. She calls mom and asks for money to go to the doctor and money for food. He husband is working and also gets a ssi check. They live in a camper trailer and are at ends with each other. I think he has took over the finances and must be only giving her a certain amount to spend. She was the one paying bills and the spender. She has gotten then in debt over their heads. My husband will not allow her to come over or in our yard because of her behavior. The last two times she has called and wanted money mom tells her she will give it this time but, she cant give her anymore. But she will always gives in and gives it to her. This month she has already given her $466. Mom is only getting ssi to live on for medicine and personal items. Mom has crippling arthritis and can hardly walk. She has to pull herself up on the walker just to go to the bathroom. The last two times she has called for money she also asked for me to make her a sandwich and a cup of coffee to bring to her. I met her at a local place. I have not told my husband and feel guilty of doing things behind his back. I don't agree with it all but only doing it for mom. I have talked to mother about telling my sister No, and that she can't keep giving her money. But, my sister knows how to play on moms feelings. My daughter also does not agree with this situation and all of this is causing frustration, and friction in our lives. My question is what to do?? I am not the POA over mom and have no authority over her decisions or money. Should I speak to a lawyer or what can we do???? Thanks to anyone that replies!

Grandma1954 Mar 30, 2024
If your mom is cognizant...
If you are not POA
You have no say in what mom does with her money.
NOW there might be some things you can do that could help.
Begin "charging" mom.
You should have a contract but charge her for:
A portion of ALL living expenses. If there are 3 people living in your house now 1/3 of the mortgage, gas, electric, water, garbage, cable, internet is to be paid for by mom. This also includes 1/3 of all food expenses.
If you are providing "hands on care" you also charge her for your caregiving.
This will mean that mom has less money to give to your sister.
What you do with the money is up to you. You can bank it for mom, you can use it for your expenses.

But bottom line you have no say in what mom does with her money until mom is incompetent AND you have POA or are appointed her Guardian.

Geaton777 Mar 27, 2024
Convince your Mom to assign you as her DPoA, then you will have authority to make decisions in your Mom's best interests. I went through Legalzoom.com. More convenient, less money, same results. They even have lawyers from your home state you can consult with. Or Rocketlawyer.com, etc.

How is your Mom accessing her money? Is she writing checks? If so, is she driving it over to your sister or is your sister coming to get it? Don't enable any transaction that takes place on your property or in your house. And don't you enable your sister, either. There's a reason her husband is trying to staunch her spending.

Does your sister have an addiction problem?

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AlvaDeer Mar 27, 2024
I am sorry.
You have no power, as you yourself admit.
Your mother is competent to make her own decisions.
She is, however, gifting, and if this catches up to her, then at the very point she needs the help of Medicaid she will not be able to get it. If that doesn't scare her, not much will.

It is very difficult, when a parent sees a child in such dire need, not to want to help.
I can only say that, if mother lives with you, I hope you have a care contract for shared living expenses. If mother has to pay you for food, shelter and utilities that is money you can tuck away into an account for her for her safety in future.

I am sorry, but you couldn't even use any POA unless your mom was deemed incompetent in the courts. This is her decision. You have spoken to her about it. But it is her choice.

KNance72 Mar 27, 2024
It is Springtime - tell her to buy some seeds and grow food . As Geaton said " get POA Over Mom and set a boundary with your sister . " Looking thru My Dads account I see he gave My sister $10,000 in 2020 - not sure what that what for as her Husband inherited a few Million when his Mom died July 2019 . Some People Like to Play cripple and are constantly needy and want attention. I find the co dependence annoying . You Can get a POA form Off the internet and go to Your Moms bank and Have it signed with 2 witnesses ( Branch manager , assistant manager ) with your Mother .
Igloocar Apr 1, 2024
KNance72, Butterfly62's mother has to assign POA to her! That is the only way Butterfly62 can get POA. It is POA FOR someone, not OVER them!
Cashew Mar 27, 2024
NEVER go behind your husband's back to do something you know is wrong! You are risking your family for your sister's history of misbehavior.
Ask your mother, in a calm time, if she wants to give her limited resources to promote your sister's continuous dependency and immaturity or if she would like
her daughter to be able to be a grown up and find a way to take care of herself because Mom will not be around forever to bail her out.
Unless you are in charge of her finances, it is her choice.

ConcernedDtrA Mar 31, 2024
I feel for you, yes, I can relate. I faced a similar situation years ago, when someone in the family continually asked the elderly for money in a serious way, and I was forever telling them, 'PLEASE don't keep giving them money!" I even had a lawyer speak to these elderly to advise on a similar issue. I just wanted them to be safe. And I always felt so helpless to control the issue. And I wanted SO badly to control the issue. I wanted the person asking for money to stop, and I wanted the elderly loved ones to say no (and I did a lot of urging them, which I don't feel badly about). My elderly loved ones worked so hard, planned so carefully, and to give away that money, well, it broke my heart. I sought the counsel and prayers of many for this. Years went by, the person's situation changed a lot, and they haven't asked for money in a long time and the situation has become much better. I realized that my elderly relatives could do what they wanted with their money -- against my railing and urging and drama -- and that somehow they would get through any fallout, and they did. Well, that's my story, but I can hear your angst and concern. Parents and grandparents simply love us so much and have such a hard time saying, "no." I'm glad your husband has set some boundaries, and the fact that your mom is safe in your home sounds wonderful. I commend you for caring, and may you find resolve for this. God bless you for being such a good daughter.

JoAnn29 Mar 27, 2024
I would tell Mom that she needs to save her money for her care. If her health gets worse, and you need help caring for her, and it would be nice if Mom could pay for the aide. Her financial responsibility stopped when ur sister turned 18. Sis has a husband who seems to be able to support her. If she needs money, she needs to get a job. Dr visits? She should have health insurance to cover that. If she is 62, she can get SS.

I would get Mom to assign you POA even if u did not have this problem. Its a tool u will need as she ages. At her age, it should be immediate. But IMO as long as she still has the ability to make decisions, you are not in "control". But if Mom really rather not give Sister money but just gives in, she can tell Sis that u now have POA and handle her money.

You and Mom are enabling your sister. She has a husband, I doubt if he is starving her. Your husband seems to be the only one setting boundaries here. And why is your daughter involved? All you and Mom need to do is learn the word NO. One way maybe getting Mom to stop is tell her she is interferring in a marriage. That Sis's husband seems to have set boundaries when it comes to how much money sis is given. Mom is thwarting his efforts to teach sister to budget.

A lawyer cannot help you. Mom is competent to make her own decisions. Now if she had Dementia you could try to get gaurdianship. What needs to be done is Mom and you set Boundaries. "No Sis, you have to live on what your husband allows you. Mom needs her money for her and I cannot continue to go against my husband. This money problem is between u and your husband."

Fawnby Mar 31, 2024
Who is POA? If there isn't one, there should be. If you're taking on mom's care, it should be you. That, however, would take you even deeper into this mess.

Keeping things from your husband is not good policy, especially since he's made it clear how he feels about the situation.

Stop enabling sister, tell mom that you can't support her giving away her money to sis, charge your mother for room and board so she won't have so much to give to sis, and refuse to be a go-between between mom and sis. That's a starter.

You might think a bit about sis's need for money. If it's for drugs, mom should be informed how her money is financing a drug habit.
christinex2ri Mar 31, 2024
You are not going to change your mother no matter how disabled she is from giving your sister money.
You need to tell your mom that you will no longer be the go-between to getting money and sandwiches to her.
You also need to tell your husband and daughter to help you become stronger but gentle with your mom's requests.
I would also suggest speaking to your mom's PCP about your sister's demands on your mom and how your mom feels when your sister makes these demands.
Make sure that you are on your mom's bank accounts to prevent sister from accessing money.
Call it like is your sister is no longer asking for money BUT DEMANDING money. when you change the verb it opens a different way to viewing the situation.
and Remember Financial theft of elderly is a crime whether committed by an outsider or a family member.
my2cents Mar 31, 2024
Mom giving away money would create a penalty period if she ever needs a Medicaid nursing home bed (in the event she spends all her savings and her monthly income is not enough to pay NH monthly charge).
So short answer to her daughter is giving money away will cause her problems later on. And Medicaid looks back at bank accts 5 years trying to find that very thing.
You can't give it away and then expect state to pay for your medical care

MargaretMcKen Mar 31, 2024
The only ‘rights’ you have over your mother’s choices are that you have given her a home – for now. It’s working well for now, but if her needs increase or your ability declines, she may need different care somewhere else. If she gives too much money away, she may not be able to afford private care or be eligible for Medicaid. That starts to be ‘your business’, and it really matters to both of you. If so, you do have to intervene.

Think about how much this really matters. It’s annoying for you, about the choices and actions for both your mother and your sister, but that may not actually be ‘your business’. Sure it’s a family issue, and perhaps both the husbands could get together and work out a joint plan to control what’s going on behind their backs. If your mother is not paying her way in your house, because the money is going to Sis, that is also ‘your business’, and you can deal with that with mother – putting the money into a savings account for the future if you don’t actually need or want it now.

Think about the long term and the bigger picture – not just the occasional coffee and sandwich.

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