Had a conference call with Elaina Serotte (formerly with Mass Mutual, now with Golub, 650 212 2240) and her successor Dylan Malot (at Mass Mutual).
Elaina never had anything to do with taxes.
Did recall a 5-year annuitydesigned to support her for a while, ended in 2014
Elaina recommended PFAC - hire a fiduciary to represent and advocate for Bruni locally.
I'm very grateful to Elaina for all the time she spent with my Mom and for taking the time today.
FOLLOWUP:
Professional Fiduciary Association of California, http://www.pfac-pro.org/ looks pretty good.
Will contact Connis Aust of the Council on Aging.
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