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Q Our family is very small, just my brother and me. “Roger” is younger and always seemed to have trouble keeping a job. The result is he has lived at home all of his life. He is in his 40s.
My concern is that he is heavily dependent on my mom — dad died a few years ago. Mom is 73 years old and has the means to support him for now, but her health is changing, and I am worried that she will not have enough to provide for her own needs because she always puts his needs first.
He recently accompanied her to the bank and had his name placed on her checks so he can write checks for her. He stated it was to make it easier for mom. I think he is going to help himself to her money. Mom seems to trust that he will be responsible.
Is this financial abuse? And, what are the options to change this?
(From a son in Sauk City)
A This is a great question about a very difficult situation.