Last year, I joined with my daughter in being willing to become legal guardian for my mother. While my mother had at one time drafted an estate plan naming the person that she preferred to have assist her with day-to-day decisions and medical care when she needed help, that individual was not able to provide the level of care and help that she needed. So, when modifying her estate plan was no longer an option, we petitioned to become her legal guardians with her consent. Since our appointment last fall, I have come to realize that there are several things that we should have done once we received her letters of authority. But to be fair, my mother was not quite ready to be dependent on anyone else and would not willing to provide everything all at once. Here are the top five things that we should have checked off within the first two months of being her guardian.

(more…)