u/Electrical_Joke_9806

Is financial advisor doing something underhanded?

I’m POA & caretaker for my 85yr old friend with dementia. She has recently become very confused and suddenly NOW her financial advisor is trying to convince her to give all her money to charity on her death. She has had her plans & beneficiaries in place for years & he’s NEVER proposed this…but suddenly since I’ve informed him that she may not be competent to make big decisions he is PUSHING hard to get her to donate everything. Is this ok? Do I need to hire counsel? Thank you

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u/Electrical_Joke_9806 — 3 days ago