Yeah, I have full DPA for him, and most of his financial accounts are set up so that I have signing privileges already -- I went to the bank with it, just to be safe, but they already had it on file. He's pretty good about that. But in the past couple years he's added a bunch of investments I don't know about, so now I have to sort through that when the mail comes in and figure out who to contact.
His main broker is waiting to hear from a colleague with the name and number of an attorney who specializes in this sort of thing, but I don't think it's going to happen before I leave for Escapade.
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His main broker is waiting to hear from a colleague with the name and number of an attorney who specializes in this sort of thing, but I don't think it's going to happen before I leave for Escapade.