Making critical decisions for yourself or a loved one can be overwhelming. That’s why it’s important to discuss your preferences in advance. Planning for your Legal, Medical, Financial and Personal needs can give a person peace of mind.
These important steps can make all the difference:
1.Start discussions with your loved ones early while everyone can still help make decisions.
2.Create documents that will communicate and protect your wishes based on your legal, medical, financial and personal preferences.
3.Review these plans regularly. It is common for circumstances to change over time. Remember to update your documents to reflect these changes.
4.Put important documents in one place and make sure a trusted family member or friend knows of their location.
5.Make copies of healthcare directives for each doctor or health facility you visit.
6.Give permission in advance for medical providers to share information directly with a caregiver as needed.
Preparation can truly be one of the best gifts you can give. A Lifestage Legacy Review workbook will help you navigate the many aspects of preparing your legal, medical, financial and personal needs in a way that will provide peace of mind for you and your family. Once you complete your legacy review workbook encourage your family and friends to consider making the same gift for their loved ones.
Ty Strahl is the areas leading senior adviser. Her job is to help you navigate the many aspects of aging and to help seniors who are in transition to find the right solutions for their individual needs.