This week's guest on How to Move Your Mom (and still be on speaking terms afterward) is Donna Bogdanovich. Donna Bogdanovich is a licensed professional fiduciary who specializes in administering special needs trusts, irrevocable and revocable trusts, conservatorships and case management. Donna primarily works with clients and families where there is an occurrence of mental illness, and where there's a great amount of family discord. 

Episode Sponsor:  

Clear Home Solutions takes care of a lifetime's worth of treasures - and all the emotions attached to them - when it's time for you or your senior parent to move or make their home safe and organized for their later years. Got photos?  We can organize and digitize those for you, too.

What you will learn from this episode:

• What does a fiduciary do and what does the term “fiduciary responsibility” mean?
• What is “capacity” and how is it determined?
•  Why do different levels of “capacity” exist for marriage, contracts and health decisions?
• The various fiduciary specializations
• Questions to ask when looking for and interviewing a fiduciary.

Connect with Donna Bogdanovich:

LinkedIn: https://www.linkedin.com/in/donna-bogdanovich-52140415
Facebook: https://www.facebook.com/pages/category/Professional-Service/Donna-Bogdanovich-Professional-Fiduciary-305536376128949/

Connect with Marty Stevens-Heebner:

LinkedIn: https://www.linkedin.com/in/martyheebner/
Website: https://howtomoveyourmom.com/
Email: [email protected]