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Someone in your life wisely drafted a financial power of attorney so that if their health declined and they were not physically or cognitively able to manage their own financial and legal affairs, theyve named you to do it for them. Great. But now youre running into a road block because the bank or the investment firm is not honoring your power of attorney. They want you to fill out forms or show proof that your loved one is incapacitated. We see this all the time, it does happen. Let me tell you whats going on. My name is Patrick Cawley, Im an elder law attorney with Keystone Elder Law in Mechanicsburg, Pennsylvania. Ill tell you about someone I was just dealing with recently. Well call her Jane. Jane was named as the power of attorney agent for her aunt and uncle both of whom have dementia. Theyre in a nursing facility, Janes trying to get their bills paid, trying to manage financial affairs to get them eligible for Medicaid to pay for long term care. But talking to one of th
