The New Year Aging Parent To Do List

Saturday, December 30, 2017
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The New Year Aging Parent To Do List

December 30, 2017

At Care Solutions for Elders and Care Navigate we combined our expertise and created Seymour Cheplick Care Associates in 2017. We reached out across the aisles and provided a new way to help and assist families with aging parents.  

We specialize in providing guidance for family members when the first signs of aging matters appear. Our nursing and Health Navigation backgrounds allows us to construct a care plan to identify the problem, identifying significant factors that exacerbate the concerns and find ways to reach attainable goals. Our clients often say they wished they would have come to us first to help navigate the healthcare paradigm. We want to share our knowledge. Therefore we have drafted a list for your consideration when caring for your aging parents.

Most of you probably have it organized but here is the checklist.

Now is the time to look at that living arrangement options.

  • Are your parents living in a suitable situation?
  • What changes updates and or modifications need to be done to ensure safety?
  • Have you discussed any plans should one parent becomes ill, disables or dies?
  • Have you taken inventory of monies available should this happen?

Legal documents

  • Do you know if your parents have a trust, will, or updated estate plan?
  • Are their current wishes fully addressed and documented?
  • Are their concerns of who would take care of them addressed and updated?
  • Do you have an up-to-date durable power of attorney for finance for your parents?
  • Do you have an up-to-date durable power of attorney for health care for your parents?
  • Do you know what the health care end of life means to them and is it spelled out so family members are aware?

What does the Finances look like

  • Will your parents allow you engage in a conversation about durable power of finances?
  • Will your parents allow you to know of all the accounts and where they are held?
  • Ask for permission to get contact information for their advisers
  • Will your parents allow you to sit in a meeting with your advisors to review investments?
  • Are there adequate resources?
  • Are your parents willing to simplify accounts and streamline bill paying?
  • Are all the accounts titled correctly?
  • Review Social Security benefits
  • Make sure all beneficiary designations are up-to-date
  • Should you know what VA benefits your parents may be eligible for?

I forgot about Insurance( this is often the case)

  • Make a list of all insurance policies (life, health, long-term care, etc.) and where they are located
  • Review homeowners, auto and umbrella liability insurance to make sure they are adequate, appropriate and up-to-date should you ever need to hire personal services
  • Review all their primary health insurance coverage, supplemental , PPO or HMO coverage

Be Well Happy New Year!

Tina Cheplick RNCCM and Cynthia Seymour Health Navigator