Communication that matters
-
Upload
david-fitch -
Category
Economy & Finance
-
view
122 -
download
1
Transcript of Communication that matters
![Page 1: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/1.jpg)
Communication That Matters
Presented by :
David P Fitch, Attorney
Elder Law Services, PLLC
elderlawminnesota.com
caringformyparents.org
![Page 2: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/2.jpg)
George & Martha
Meet
![Page 3: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/3.jpg)
& THE CHILDREN
Eldest SonSon 2 Son 3Oldest
daughterYoungest daughter
![Page 4: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/4.jpg)
Communicate!
![Page 5: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/5.jpg)
WHY?
![Page 6: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/6.jpg)
Control and InvolvementHere is an inevitable fact –
Decisions will be made that affect George & Martha!
The Question is -
Will George & Martha be involved in the decision process?
![Page 7: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/7.jpg)
Expressing Wishes and Desires
For George, Martha & Family
Physical, Mental & Spiritual Health
Financial Matters
“Bucket List”
All of these are Quality of Life Issues Unique to George & Martha
![Page 8: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/8.jpg)
Discuss options George reminds himself that -
Life ALWAYS has Choices and Options
Some are obvious and some are not.
A discussion of Wishes & Desires uncovers OPTIONS that describe ways to achieve wishes and desires
Which leads to ….
![Page 9: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/9.jpg)
Setting a CourseGeorge decides his “WHY”
Which is intertwined with his Wishes & Desires
George has chosen a plan, a road map, a set of steps to follow …
He has made his choice, chosen his options
And by doing this he has created PURPOSE in his life and a HOPE for the future.
George has set his course!
![Page 10: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/10.jpg)
Defuse WorriesGeorge realizes that SETTING a course helps to reduce the …
UNKNOWN.
Which reduces WORRY…
Which breaks the cycle of:
WORRY that leads to …
DISCOURAGEMENT that leads to …
DEFEAT that leads to …
HOPELESSNESS
![Page 11: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/11.jpg)
WHO?
![Page 12: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/12.jpg)
THE POSSIBILITIES OF “WHO” -
Children
Siblings
Friends
Professionals: Pastors, Attorneys, CPA’s, etc
Spouse of a Child
![Page 13: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/13.jpg)
Trusted
George makes his decision based on his own judgment of who he can trust.
George knows that trust is the Greatest attribute of anyone that he confides in with his and Martha’s personal information!
![Page 14: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/14.jpg)
WHAT?
![Page 15: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/15.jpg)
Medical History
George’s & Martha’s Medical History
Critical Information for Family and Health Care Agents*
Much easier for George to create than a third party
* Health Care Agents are established by George & Martha signing properly drafted Health Care Directives.
![Page 16: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/16.jpg)
Personal InventoryFinancial/Personal Account Info
Legal Documents Information
Funeral Pre-Arrangements
Inventory not an accounting
List what you have and where it isBank accounts, insurance, stocks, bonds, IRA’s, etc
List of online accounts and passwords
Where are they?
Wills, Trusts, POA’s, HCD’s, Deeds, Marriage certificates, Divorce decrees, Birth Certificates, Passports, Armed Forces Discharge papers, etc.
Where you keep your pre-arrangement information
![Page 17: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/17.jpg)
Family History/LegaciesFamily Stories
Family Trees
Legacies
Favorite
Biggest Lesson
Funniest
Family Secrets
How far back can you go? Great Grandparents?
3 most important things that you want to tell your family
Your greatest hope for each member of your family
![Page 18: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/18.jpg)
HOW?
![Page 19: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/19.jpg)
Face to Face
With a trusted –
Family Member,
Friend, or
3rd Party
![Page 20: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/20.jpg)
or to a Group
![Page 21: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/21.jpg)
Put it in Writing -Help those that you want to carry out your wishes remember what your wishes are!
![Page 22: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/22.jpg)
Video or Audio
Great way to share stories, pictures, personal encouragements, messages to be played at a funeral.
Be Creative!
![Page 23: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/23.jpg)
ACTION STEPS
![Page 24: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/24.jpg)
Just Do This Now!
Starting is half the Challenge!
This presentation and the “worksheets” for the “What to Communicate” section are
available for download at www.caringformyparents.org/
![Page 25: Communication that matters](https://reader033.fdocuments.in/reader033/viewer/2022052912/55a254e51a28abfa378b4606/html5/thumbnails/25.jpg)
Credits