The Cellar - View Single Post - What's making you a tad apprehensive today?

glatt · 02-24-2015, 11:45 AM

So I went over there, and spent almost 2 hours with him, digging through his papers because I agreed to do his taxes. He is fairly disorganized, but I don't think that's from the Alzheimers. I think that's just the way he is. And he had (I believe) all the papers he needed. I got his 2012 and 2013 filings so I could see how he had done it in the past and I could make sure I wasn't missing anything. His 2012 taxes were fairly neat, in their own big envelope. But his 2013 taxes were just in a box amongst a bunch of other clutter.

His 2014 tax documents were just in a jumble of papers on his couch. The couch was his important papers repository and included a bunch of correspondence with the DMV about his car being ticketed over a mechanical problem or something, and him somehow losing his license over it because he refused to sign some document. But he apparently got his license back after jumping through lots of hoops. So he's still able to jump through hoops.

He was pretty coherent and sharp the entire time I was with him for 2 hours, but a couple of times he was trying to say things and his mouth couldn't form the words. When I asked him about it, he said he knew what he wanted to say, but it just wouldn't come out.

He was clean and looked like a typical 75 year old. Looked like he was eating just fine. Claimed to be able to keep track of his medication.

I talked about how great the assisted living facility was where my FIL had been and how it's really nice to have people taking care of you, but he said he wasn't ready to move into one yet. Maybe when his sore legs get worse.

I need a little more information from him about a rental house he owns and the rent he got and what the expenses were before I can do the taxes. So I'll probably go back over there again this weekend and check on him again.

Overall, I think it's not an emergency for him to get into a home, but we (mostly my aunt and her gang of cousins) need to work on getting him to agree to do that. After looking at his finances, he's easily able to afford staying in a place for the rest of his life. His pension income is greater than my household income with 2 workers in it, and he owns his house outright so he can sell it and finance a decade or so of a home. Oh, and he has a few thousand Disney shares. He's in great shape financially.

I suggested he sell his rental house so he doesn't have to be a landlord any more, and he was actually eager to do that. So when I talk to him again, I'll ask if I can call a real estate agent to get that ball rolling for him.

This is gonna be a chore, helping this guy. But I'll do what I can. He reminds me a lot of my dead grandfather. Looks a lot like him.

02-24-2015, 11:45 AM	#209
glatt ™ Join Date: Jul 2003 Location: Arlington, VA Posts: 27,717	So I went over there, and spent almost 2 hours with him, digging through his papers because I agreed to do his taxes. He is fairly disorganized, but I don't think that's from the Alzheimers. I think that's just the way he is. And he had (I believe) all the papers he needed. I got his 2012 and 2013 filings so I could see how he had done it in the past and I could make sure I wasn't missing anything. His 2012 taxes were fairly neat, in their own big envelope. But his 2013 taxes were just in a box amongst a bunch of other clutter. His 2014 tax documents were just in a jumble of papers on his couch. The couch was his important papers repository and included a bunch of correspondence with the DMV about his car being ticketed over a mechanical problem or something, and him somehow losing his license over it because he refused to sign some document. But he apparently got his license back after jumping through lots of hoops. So he's still able to jump through hoops. He was pretty coherent and sharp the entire time I was with him for 2 hours, but a couple of times he was trying to say things and his mouth couldn't form the words. When I asked him about it, he said he knew what he wanted to say, but it just wouldn't come out. He was clean and looked like a typical 75 year old. Looked like he was eating just fine. Claimed to be able to keep track of his medication. I talked about how great the assisted living facility was where my FIL had been and how it's really nice to have people taking care of you, but he said he wasn't ready to move into one yet. Maybe when his sore legs get worse. I need a little more information from him about a rental house he owns and the rent he got and what the expenses were before I can do the taxes. So I'll probably go back over there again this weekend and check on him again. Overall, I think it's not an emergency for him to get into a home, but we (mostly my aunt and her gang of cousins) need to work on getting him to agree to do that. After looking at his finances, he's easily able to afford staying in a place for the rest of his life. His pension income is greater than my household income with 2 workers in it, and he owns his house outright so he can sell it and finance a decade or so of a home. Oh, and he has a few thousand Disney shares. He's in great shape financially. I suggested he sell his rental house so he doesn't have to be a landlord any more, and he was actually eager to do that. So when I talk to him again, I'll ask if I can call a real estate agent to get that ball rolling for him. This is gonna be a chore, helping this guy. But I'll do what I can. He reminds me a lot of my dead grandfather. Looks a lot like him.