My sister owned her own home when she went into assisted living in February, partially due to dementia. Because I am power of attorney and live 25 minutes from her (empty) home, I had her mail forwarded to my address. I have been getting first class mail regularly. Is it necessary for me to contact each organization that she did business with to make them aware of the change of address? Also, is it correct to use my name with the "in care of" (c/o) designation followed by her name, then my address? Are there any instances when her address at the care facility should be used? Thanks in advance for you contributions to keeping me sane.
I never used the nursing home for any of my mother's mail. I treated it like a temporary situation even though it clearly wasn't. I used her (empty) home address as her legal address for her taxes, but otherwise everything else came to me. I didn't worry about "in care of" stuff -- it was just addressed to my mom at my address. Everything arrived just fine.
I never ran across any reasons that mail addressed to her should go to the care facility except her social mail (greeting cards, advertising if she enjoys looking through it).
After I began to receive my LO’s bills and other important mail on a regular basis, I started to use my last name/her last name and my address. I never had to contact individual businesses to change ANY addresses. The checks I use to pay her expenses say the name of her 2 POAs, her name and my address.
The businesses ALL changed the address automatically after her first set of bills were paid.
Her checking account also receives her Social Security monthly payment directly.
ALL OF HER EXPENSES GO THROUGH THAT SINGLE CHECKING ACCOUNT. VERY EASY FOR IRS AND ALL OTHER RECORD KEEPING!
Stay calm. My LO’s finances are a little complicated, but this part of the process is relatively easy!!