Try: Set up a file put everything in a desk or dresser drawer list the

Materials: File folder paper pen bound notebook

Categories: Sage, Topic, Financial, Legal, Medical Physical

Information: And location of papers in a notebook if papers are in a bank safe deposit box keep copies in a file at home check regularly to see if there there’s anything new to add

References: caring for a person with alzheimer’s disease your easy-to-use guide from the national institute on aging by national institute on aging 2011 available at www nia nih gov

Keywords: Organizing finances organizing important information legal documents

*This information is listed as a Tip and is not explicitly medically licensed

Try: Start discussions with relatives or trusted friends early before an illness comes up and cr is still able to make clear decisions about what he she wants review plans regularly and update documents as needed reduce anxiety about funeral and burial arrangements advance planning for the funeral and burial can provide a sense of peace and reduce anxiety for both cr and his her family

Materials: n/a

Categories: Sage, Topic, Financial, Legal, Medical Physical

Information: And location of papers in a notebook if papers are in a bank safe deposit box keep copies in a file at home check regularly to see if there there’s anything new to add

References: caring for a person with alzheimer’s disease your easy-to-use guide from the national institute on aging by national institute on aging 2011 available at www nia nih gov

Keywords: Organizing finances organizing important information legal documents getting affairs in order

*This information is listed as a Tip and is not explicitly medically licensed

Try: Contant local physicians and ask if they are taking on new medicare patients ask for a referral from a local senior center or hospital if the cr finds a doctor he or she really likes or needs to see but they will not take on another medicare patient consider purchasing a small private health insurance policy to cover the additional co-pay

Materials: n/a

Categories: Financial, Legal, Medical Physical

Information: It can be difficult to find a new doctor willing to take on medicare patients many doctors limit the number of medicare patients they take on because reimbursement for care drops for the elderly

References: Adapted from information found in the book caring for an aging parent by sheryl garret cfp

Keywords: Medicare health insurance relocation

*This information is listed as a Tip and is not explicitly medically licensed

Try: Sometimes banks require additional

Materials: Power of attorney documents

Categories: Financial, Legal

Information: Before funds can be released to the power of attorney implementing the following recommendations now may help avoid a problem in the future contact the bank to determine the requirements for power of attorney send the bank the power of attorney document and any additional documentation required ask the bank manager to get written approval of the power of attorney from the appropriate entity within the bank information

References: Adapted from information found in the book caring for an aging parent by sheryl garret cfp

Keywords: Bank legal power of attorney finances

*This information is listed as a Tip and is not explicitly medically licensed

Try: Encourage the cr to implement the following recommendations if the cr is incapable of doing this you may need to do it for him or her research estate planning laws in your area seek guidance from a reputable attorney or reliable resources as necessary be aware of sales people internet ads direct mail newspaper ads etc that use mis

Materials: n/a

Categories: Financial, Legal

Information: To make a sale to the elderly concerning living trusts and wills be on alert for sales people who use scare tactics by telling the consumer that a regular will won’t protect their assets and that only a living trust offers the protection that you need only act on advice concerning wills and trusts from a reputable attorney specializing in estate planning information

References: Adapted from information found in the book caring for an aging parent by sheryl garret cfp

Keywords: Living will living trust legal issues estate planning

*This information is listed as a Tip and is not explicitly medically licensed

Try: Some cr cr’s do not feel that a will is necessary however if an individual dies without a will his or her assets will be distributed according to the laws of the state of residence state law may not be consistent with the wishes of the deceased this is an important factor to consider regardless of the value of the assets sometimes the sentimental value is greater than the actual value; and the cr may not want to be left at the mercy of state law in their distribution some cr cr’s believe they do not have enough assets to need a will while this may be partially true there are usually some belongings like automobiles or employer life insurance policies that do not have a beneficiary encourage the cr to make a list of everything he or she owns and check with past employers about any policies some cr cr’s believe that it will be too expensive to prepare a will however a reputable attorney can prepare a short will for only a few hundred dollars many authorities express the opinion that this is money well spent a will can also be self-prepared for free using resources from the internet and so on however it is important to check with state and local laws to ensure legitimacy

Materials: n/a

Categories: Financial, Legal

Information: n/a

References: Adapted from information found in the book caring for an aging parent by sheryl garret cfp

Keywords: Estate planning will finances

*This information is listed as a Tip and is not explicitly medically licensed

Try: Encourage the cr to implement the following recommendations provide guidance and support if needed choosing a medigap policy can be very confusing do not allow a salesperson to push you into buying a policy you do not need one comprehensive medigap plan is all that you need know the facts and do your research before selecting a plan after purchasing the plan continue to review it carefully according to federal law every buyer has 30 days to review the medigap plan and ask for a refund even if the entire premium has been paid

Materials: n/a

Categories: Financial, Legal, Medical Physical

Information: n/a

References: Adapted from information found in the book caring for an aging parent by sheryl garret cfp

Keywords: Medigap insurance finances

*This information is listed as a Tip and is not explicitly medically licensed

Try: The cr can try neck rolls and light stretching while watching tv have the cr use milk jugs or soup cans for weights check the local library for exercise videos go outside and do basic yard work for exercise suggest the cr climb stairs or walk in the hallway walk around the block with the cr or in a park

Materials: n/a

Categories: Financial, Medical Physical, Mobility

Information: n/a

References: n/a

Keywords: Exercise work out

*This information is listed as a Tip and is not explicitly medically licensed

Try: Encourage the cr to do the following set up a direct deposit for any income use a debit card to avoid carrying large sums of cash do not use outdoor atm atm’s do not leave purse or wallet unattended

Materials: n/a

Categories: Financial, Personal

Information: n/a

References: Adapted from information found in the book the complete eldercare planner by joy loverde

Keywords: Finances safety

*This information is listed as a Tip and is not explicitly medically licensed

Try: Compile the following

Materials: Pen & paper or computer

Categories: Financial, Legal, Medical Physical, Personal

Information: Into 1 or several lists bank account numbers including bank name phone number and address safe deposit box number trusts or wills and attorney information titles and deeds to property social security number and birth certificate education and military information if any emergency contacts religious memberships affiliations lists of employers including dates marriage certificates most recent tax returns mortgage and other financial documents if any locations of family keepsakes treasures and jewelry list of family members names and addresses information the cr needs to make copies of these lists and give to his or her caregiver and or family members

References: Adapted from material found in the book caregiving the spiritual journey of love loss and renewal by beth witrogen mcleod

Keywords: Financial legal family taxes

*This information is listed as a Tip and is not explicitly medically licensed