I hope this helps. Good luck.
Your suggestion sounds workable. But, once I have every thing into my folders, etc. how do I get it out into a usable report? IOW, how do I group medical expenses, nursing home expenses, income, etc. so that I can provide that to her tax preparer?
BTW, I would like to get all of this info consolidated on my lap top so that I can have it with me at all times. IOW, when I travel to CA to see people in person, I can just pull out my laptop to access the records, rather than carrying box loads of papers with me all the time. When I visit the SS offices, I can pull up my POA. Et Cetera! Is this even possible?