Update: The bank branch manager informed me that Chase policy is no debit cards with guardianship accounts. Tomorrow morning I will explain the situation to the manager at mom's assisted living for special permission to be allowed to either continue with automatic monthly withdrawals or write a monthly check. If they refuse, I will ask the probate court clerk for special permission to write myself a monthly check on mom's account for her long term care expense rather than assume that bill until the yearly court reimbursement. My current expenses are high with helping a granddaughter with her college expenses and additional taxes with Roth conversions of $115,000/yr. as part of my estate plan. Mom tells me often how much she likes her current placement and has lived there five years so hope someone bends somewhere. Will keep you guys in the loop.
Statistics: Posted by texasgal47 — Thu Sep 26, 2024 9:17 pm — Replies 11 — Views 393