Thursday, February 8, 2018

Organizing Your Paperwork – Tips for Seniors

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.


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