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
Memory Care at Bear Creek, we offer 48 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 at
Bear Creek is a memory care community that uses progressive methods to palliate
symptoms and revive joy. Our foundation
is built on honoring God, valuing our seniors and hiring staff with a felt
calling to serve, and is devoted to creating a true home for residents within a
serene setting. Please contact us to
schedule a visit to experience firsthand our loving community.
Sources: stretcher.com/stories/15/15nov23e.cfm
sageminder.com/Caregiving/CaregivingBasics/OrganizedCaregiver.aspx
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