Download - DONT WAIT UNTIL YOU ARE OLD CHECKLIST - Amazon S3 · 2016-10-28 · DONT WAIT UNTIL YOU ARE OLD CHECKLIST Most of us put off doing things that can really help our loved ones after

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

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.

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.