Sharing Family Information – Parent with Child
- Parents maintain control
Listen to, and honor your parents’ wishes for the future. Work together to bring plans to life. Embellish plans with personality!
- Create new trust relationship
Roles change from caregiver to cared for. Comfort is trusting you will carry out mom and dad’s wishes
- Gather critical records
Pack a suitcase of legal documents before a crisis
Financial – List: Bank/brokerage/investment Accounts; Pension contracts; Deeds; Vehicle titles; Loans, debts, credit cards; Financial power of attorney; Trust documents;Tax returns; Business contracts
Healthcare Needs: Advanced Healthcare Directive (living will); Authorization to release health-care information; Medical histories; Insurance cards, Medication list; Health conditions
Estate, End-of-Life: Will and Trust documents, Life insurance policies, Memorial wishes and personal touches; Burial/cremation plans; Organ donor choices