DONT WAIT UNTIL YOU ARE OLD CHECKLIST - Amazon S3 · 2016-10-28 · DONT WAIT UNTIL YOU ARE OLD...

2
Toll-free: 844-315-4464, or 415-459-0413 Carolyn Rosenblatt – [email protected] Dr. Mikol Davis – [email protected] www.AgingInvestor.com and www.AgingParents.com Page 1 AgingInvestor.com was founded by Carolyn Rosenblatt, RN, elder law attorney and Dr. Mikol Davis, geriatric psychologist. We provide aging expertise to financial services professionals. DONT WAIT UNTIL YOU ARE OLD CHECKLIST Most of us put off doing things that can really help our loved ones after we're gone. It's time to act now. Help them by taking action. Here are 10 things to do right away. 1- Decide whom you want to communicate with about your future. Set a date and sit down together. 2- Have a signed, notarized durable power of attorney 3- Have a signed advance health care directive (You can get number 2 & number 3 free on the internet) 4- Make a list of all bank accounts, passwords, hard drive backup, investment records, and financial planning you have done with people to contact. Give permission to your loved ones to talk with your lawyer, accountant, and financial planner. 5- Make a list of all insurance policies, including life, disability, health, property, earthquake and anything else you own that will protect your heirs. 6- Make a copy of your mortgage statement, any other loans, and debts, financial statements and bank statement. Keep in one place. Update quarterly-these change. 7- List your physicians, care providers, and medications. Give written permission for your loved ones to speak with your doctors. 8- Create or have on hand information about your wishes for burial or disposition of your remains. 9- Update your will and or trust with a local attorney. Laws change and these need to be up to date in your state. 10- Have a family meeting to give items 2-9 to your loved ones and explain them.

Transcript of DONT WAIT UNTIL YOU ARE OLD CHECKLIST - Amazon S3 · 2016-10-28 · DONT WAIT UNTIL YOU ARE OLD...

Toll-free: 844-315-4464, or 415-459-0413 Carolyn Rosenblatt – [email protected] Dr. Mikol Davis – [email protected] www.AgingInvestor.com and www.AgingParents.com

Page 1

AgingInvestor.comwasfoundedbyCarolynRosenblatt,RN,elderlawattorneyandDr.MikolDavis,geriatricpsychologist.Weprovideagingexpertisetofinancialservicesprofessionals.DONTWAITUNTILYOUAREOLDCHECKLISTMostofusputoffdoingthingsthatcanreallyhelpourlovedonesafterwe'regone.It'stimetoactnow.Helpthembytakingaction.Hereare10thingstodorightaway.• 1-Decidewhomyouwanttocommunicatewithaboutyourfuture.Setadateandsitdowntogether.

• 2-Haveasigned,notarizeddurablepowerofattorney• 3-Haveasignedadvancehealthcaredirective(Youcangetnumber2&number3freeontheinternet)

• 4-Makealistofallbankaccounts,passwords,harddrivebackup,investmentrecords,andfinancialplanningyouhavedonewithpeopletocontact.Givepermissiontoyourlovedonestotalkwithyourlawyer,accountant,andfinancialplanner.

• 5-Makealistofallinsurancepolicies,includinglife,disability,health,property,earthquakeandanythingelseyouownthatwillprotectyourheirs.

• 6-Makeacopyofyourmortgagestatement,anyotherloans,anddebts,financialstatementsandbankstatement.Keepinoneplace.Updatequarterly-thesechange.

• 7-Listyourphysicians,careproviders,andmedications.Givewrittenpermissionforyourlovedonestospeakwithyourdoctors.

• 8-Createorhaveonhandinformationaboutyourwishesforburialordispositionofyourremains.

• 9-Updateyourwillandortrustwithalocalattorney.Lawschangeandtheseneedtobeuptodateinyourstate.

• 10-Haveafamilymeetingtogiveitems2-9toyourlovedonesandexplainthem.

Page 2

BriefBiosoffounders,AgingInvestor.comCarolynRosenblatthasover45yearsofexperienceinhercombinedprofessionsofnursingandlegalpractice.Togetherwithherpartnerandhusband,geriatricpsychologistDr.MikolDavis,shefoundedAgingParents.com,aresourceforfamilies,andAgingInvestor.comofferingtrainingaboutagingissuesforprofessionals.SheisaconsultantinagingandhasbeenquotedintheWallStreetJournal,theNewYorkTimes,Reuters,OnWallStreet,NextAvenue,FinancialAdvisor,andmanyothersources.Ms.RosenblattblogsatAgingParents,onForbes.com.SheistheauthorofTheFamilyGuidetoAgingParents,andtheABA'sWorkingWithAgingClients:AGuideforLawyers,BusinessandFinancialProfessionals.SheandDr.Davisco-authoredSucceedWithSeniorClients,AFinancialAdvisor'sGuidetoBestPractices(2016).Dr.Davishasover45yearsofclinicalexperienceinmentalhealth.Hefrequentlyassessescapacityfordecisionmakinginagingadults.Hecreatesmanyonlinecoursesandproductstoassistprofessionalsandthepublicwithunderstandingagingissues.Hehasextensiveexperienceintreatinganxietyanddepressionforpersonsofallageswithspecialfocusongeriatrics.Hehelpsfinancialprofessionalswithdifficultclientconversationsandcommunicationissueswithimpairedclients.HevolunteersasasettlementpanelistforMarinCountyCourtsinhighconflictfamilymatters.HeisanactiveRotarian.Dr.DavisandMs.Rosenblattshareapassionforelderabuseprevention.HowOurServicesWork:Decisionmakerswhowanttodevelopbestpracticesfortheirorganizationsmaycontactusdirectlytodiscussyourneeds.Conferenceplannerswithaninterestinhavingspeakersattheireventsmayalsoarrangedateswithusdirectly.Weworkonafeeforservicebasis,subscriptionmodel(forsuchservicesasclient-facingadvisors'monthlyroundtablephoneconferences),orconsultingcontractmodelonamonthlyorannualbasis.Ourproductssuchasonlinecoursesonbestpracticeswithagingclientscanbelicensedfordisseminationtoanynumberofusersinanorganization.Weserveclientsacrossthecountryandinanylocation,particularlywhenwecanworkwithyouviaSkypeortelephoneconference.Wealsoacceptreferralstoyourclients'familieswhoareinconflict,orwantproblemsolvingadvice.