What should I do? Niece is now Power of Attorney for my parents?

Q: My mother has Parkinson’s Disease and father has Alzheimer’s disease. My niece just had paperwork sign giving her power of attorney. I’m one of three sons. Is their anything I can do to claim some of her estate? (South Hills, PA)

A: Their Last Will and Testaments determine to whom their property passes upon death. A Power of Attorney does not empower an Agent (your niece) to make a new will for the Principal (your mother and father). A Power of Attorney does not permit an Agent to make gifts to themselves or others, change beneficiaries, or take a fee for services unless the wording of the document specifically allows them to do this. If your parents POA does not have such language, their money can only be used to pay for their own needs. After the survivor of them passes, what is left of their estate, after taxes, debts and taxes are paid, will pass to the heirs named in their Will, or if there is no will, to the heirs under PA intestate law. If you have evidence your niece is taking advantage of your parents, consult with an attorney about becoming their court-appointed guardian.

If you feel like this issue relates to you, or a problem that you are experiencing, please contact me so that we can discuss your situation.