It is especially important for older
adults to make sure their paperwork is up-to-date and organized. This is necessary for not only your own wellbeing
but so a family member (be sure to let them know where it is) can access the required
documents in the event of an emergency. Your
organization should include all financial and medical records as well as legal
documents.
To help you get started, several
websites offer downloadable forms including personal medical history forms. Update this form as needed to reflect changes
in your or your loved one’s health and medications and include a family health
history. Your paperwork should also
include information regarding your Social Security benefits and Medicare.
Financial documents should include
information on stocks, bonds, and mutual fund investments. You will also want to list all bank accounts
and safety deposit boxes as well as credit card accounts. Include in your financial records any mortgage
obligations and other liabilities and debts along with the deeds and titles to
property you own. Don’t forget to add
property tax information and your most recent tax return. In addition record the location of all of
your valuables.
Your legal documents should include
your Will, a Power of Attorney and an Advance Medical Directive. These documents cannot be signed by someone
who is incapacitated so it is important to do it before the need arises. An Advance Medical Directive can include a Living
Will that allows you to state the type of treatment you may or may not wish to
receive if you are no longer able to make decisions for yourself. You may want to include a Durable Power of
Attorney for Health Care that allows you to designate a person to make
decisions for you in the event you are unable.
At MorningStar Assisted Living &
Memory Care at Jordan, we offer 55 beautiful, all-inclusive private suites for assisted living and 29 secure suites devoted to the individualized care for
those with memory impairment. Please
visit our website to learn more about our loving community and use our online
form to setup a tour.
MorningStar Assisted Living & Memory Care at Jordan represents the very best in senior
living with our distinct mission statement of “to honor, to value, to
invest.” We are dedicated to providing a
true home for residents amidst a beautiful, serene setting and a foundation
built on honoring God, valuing all seniors and selecting staff with a felt
calling to serve. Please schedule a tour to experience firsthand our comfortable, home-like atmosphere.
Sources:
stretcher.com/stories/15/15nov23e.cfm
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