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While you can obtain the forms for a Georgia Power of Attorney online, we highly recommend working with an Elder law or Estate Planning attorney to draw up the document for you. What is a Power of Attorney?** A Power of Attorney (or POA) is a legally binding document. It gives a named person (also […]
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As a Daily Money Manager, I love it when I get to spend some fun time with my clients. I got that chance this weekend when I took Mr. J to the Norcross Classic Car Show for the second year in a row. Last year, I remembered that he loved cars; so I picked him up […]
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I try to inform and entertain about the ups and downs of what we do to help our senior clients in these blog postings. Unfortunately, this week, I need to share one of those down moments… In a recent post, I kind of shared a rough experience I was going through with a client. In […]
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Phew… People often ask me, “What’s it like to be a Daily Money Manager?” Well, the last few weeks have been hectic: I had a crisis situation with a client I had to deal with but… It’s all a day in the life of a Daily Money Manager! No two days are ever alike and […]
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