Carrie B. asked
My friend Denise, who has dementia, has not filed taxes for several years. I am her power of attorney and am trying to catch up on her tax filings. Denise lives in a retirement community where her rent increased significantly, and the home is now applying for Medi-cal. The home only wants $2000 in her account for Medi-cal eligibility, so I have been moving money from her account into another account in my name. Is this a problem for me, and could it cause issues with the IRS or Medi-cal?
July 17th, 2024
Stephen T. answered
It's important to handle Denise's financial matters carefully to avoid potential legal issues. Here ...
July 17th, 2024
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