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 Arrowhead,
we offer 60 beautiful, all-inclusive private suites for assisted living and 25
secure suites devoted to the individualized care for those with memory
impairment. Please visit
our website to learn more about our Glendale senior living community and use the
online form to setup a tour.
MorningStar at Arrowhead represents the best in
Glendale senior living with a unique mission statement “to honor, to serve, to
invest.” We have built our foundation on honoring God, valuing all seniors and
selecting staff with a felt calling to serve…all of which contributes to
creating a true home for residents amid a beautiful, serene setting. Call to
schedule a visit to our exceptional community.
Sources:
stretcher.com/stories/15/15nov23e.cfm
sageminder.com/Caregiving/CaregivingBasics/OrganizedCaregiver.aspx
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