We prepared well in advance knowing where our parents current accounts and policies were located. That's something my dad insisted we knew about, just in case.
It's a good idea to ask your parents to prepare an inventory that lists all of their accounts and policies, along with locations, account numbers and passwords. They don't have to turn them over to you if they don't want to, and my dad did not, but he wanted us to know where to find them.
Will
Life Insurance Policies
Long-Term Care Policies
Banking and Brokerage Accounts
Social Security Cards
Medicare and Insurance Cards
Doctor's Names and Numbers
List of Medications
Phone Numbers of Lawyer and Accountant
Do it Now! This is another good way to help your aging parents whether they're next door or a thousand miles away!
Thank you for visiting, Carol - WorkingCaregiver.com
It's a good idea to ask your parents to prepare an inventory that lists all of their accounts and policies, along with locations, account numbers and passwords. They don't have to turn them over to you if they don't want to, and my dad did not, but he wanted us to know where to find them.
Will
Life Insurance Policies
Long-Term Care Policies
Banking and Brokerage Accounts
Social Security Cards
Medicare and Insurance Cards
Doctor's Names and Numbers
List of Medications
Phone Numbers of Lawyer and Accountant
Do it Now! This is another good way to help your aging parents whether they're next door or a thousand miles away!
Thank you for visiting, Carol - WorkingCaregiver.com
6 comments:
Hi, Carol.
This is a great list. I'd add two more vital documents: the durable financial power of attorney and the health care power of attorney.
These two documents can prevent a wheelbarrow load of grief during a long term care crisis.
Keep up the good work on your blog. Good stuff!
Hi --I've been reading some of your columns. The need for the legal documents is paramount. There is another document known as Five Wishes which can be invaluable in helping people to learn about the care choices that one's family would like in the event that one cannot speak for him or herself. The Five Wishes document can often be found through a local hospice provider.
And ...I'd like to mention a good book on the topic of caregiving -
The Secret Gift by Barbara Bernard.
It offers unique perspective just as does this column -- Best regards.
Hi --I've been reading some of your columns. The need for the legal documents is paramount. There is another document known as Five Wishes which can be invaluable in helping people to learn about the care choices that one's family would like in the event that one cannot speak for him or herself. The Five Wishes document can often be found through a local hospice provider.
And ...I'd like to mention a good book on the topic of caregiving -
The Secret Gift by Barbara Bernard.
It offers unique perspective just as does this column -- Best regards.
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