Are you relying on power of attorney to handle Social Security for a parent with dementia? You might be in for a surprise.

When managing the care of a loved one with dementia, having power of attorney feels like it should cover everything. But when it comes to the Social Security Administration, that powerful document doesn’t hold much weight. This episode unpacks what really works—and why federal agencies play by their own rules.

Whether you're a daughter supporting your mom or a son trying to protect your dad from financial missteps, this episode gives you the clear path forward.

1. Why the Social Security Administration refuses to accept your power of attorney
2. The exact steps to become a Representative Payee—including paperwork, appointments, and documentation
3. How to manage Social Security income legally and responsibly, from bank accounts to reimbursements and annual reporting

Get the clarity you need to truly support your loved one—listen now and take control of the process the right way.

To visit Patrick's website: https://keystoneelderlaw.com/

Why is managing your parent’s finances so hard even when you have a valid power of attorney?

If you’re a caregiver for a parent with dementia, you may have discovered that a legally valid power of attorney often isn’t enough—especially when dealing with banks, investment firms, and bureaucratic barriers. This episode dives into the emotional and legal frustrations families face when financial institutions refuse to honor the law.

You’ll hear a real story of a daughter trying to care for her father, only to be blocked by systems that are supposed to help. And if you're preparing for future care or already navigating it, this episode is a must-listen.

What you’ll learn:

1. Why financial institutions routinely ignore valid powers of attorney—and how it impacts dementia caregivers.
2. What legal protections should exist for caregivers and how institutions sidestep them.
3. How to recognize when you're being unlawfully blocked—and what alternative options may be available.

Listen now to protect your loved one’s finances and advocate with confidence.

For more, visit: keystoneelderlaw.com

Is it ever okay to make gifts from a parent with dementia?

That question isn’t just emotional—it’s legal. And making the wrong decision could land you in court or delay Medicaid coverage for long-term care.

As a caregiver, you're likely trying to do the right thing. But what is the right thing when you're managing someone else’s money, memories, and future? This episode walks you through the vital legal and ethical considerations around gifting for a loved one living with dementia.

In this episode, you’ll learn:

1. The exact questions to ask before gifting from a parent’s account—including what legal documents you must review.
2. How to avoid violating your fiduciary duty (and why that matters more than good intentions).
3. How gifting can impact Medicaid eligibility—and why the 5-year lookback could come back to haunt your family.

🎙️ If you're caring for a parent with dementia and wondering what’s legally allowed (and ethically sound), this episode gives you the clarity you need to act with confidence.

🌐 Learn more: https://www.keystoneelderlaw.com

📧 Request dementia care coaching: info@keystoneelderlaw.com