The Importance of Maintaining Proper Personal and Financial Records

In my Caring for Aging Parents Can Be Challenging post I discussed my challenges when I had to transition my elderly mother to a retirement home. Despite repeated requests that my mother spend some time with me to record critical details in one central document, we just never accomplished that task. In this post I want to impart the importance of maintaining proper personal and financial records. Continue reading “The Importance of Maintaining Proper Personal and Financial Records”

Ensure You Have Current Powers of Attorney and a Will

In a recent conversation with a financial advisor we discussed the importance of having current Powers of Attorney and a Will at all stages of your adult life.

I mentioned I know several people who have disclosed to me that they have no:

• Power of Attorney for Personal Care
• Power of Attorney for Property
• Wills Continue reading “Ensure You Have Current Powers of Attorney and a Will”