It’s never too early to start Planning for your golden years; in fact, the best time to plan is well before you actually need care. Eldercare planning is a necessity, and preparing for your future is simple if you know the steps. The process can help you create a strategy that ensures you live the life you envision for yourself. Plus, laying out your information, needs, and expectations will prevent any last-minute scrambling should something unexpected occur.

Of course, if you or your senior loved one haven’t planned for eldercare yet, it’s never too late to start.

Assembling the Necessities

Lots of people put off eldercare planning. Whether it’s due to stubbornness, optimism, or ignorance, it is a necessity that isn’t on everyone’s radar. However, if this planning is left undone, it can put an unnecessary burden on children or spouses.

To help you avoid this pitfall, David York Agency has published a workbook and checklist to assist you in this task. These links will take you to these publications. Contact our office if you would like hard copies mailed to you.

Here are some tips on what information you can start putting together now. Start by creating a simple document that includes the following information. This simple document will help others help you when the time comes.

1. Professionals including your doctors, financial advisers, attorney, accountant and any others, along with their contact information.
2. Create a file with your important documents (or copies) such as your social security card, insurance papers, birth/marriage/divorce certificates, detailed medical information (including allergies, medications, immunizations, etc.), Medicare/Medicaid card, passport, deeds, titles, etc.
3. Financial information with account numbers, locations, and contact information.
4. All sources of income from investments, annuities, salaries, and other benefits.
5. Recurring bills from mortgages and utilities to loans and auto-renewing subscriptions, services, and deliveries.
6. Sensitive computer information including passwords, email accounts and online billing.
7. Estate planning and end-of-life documents such as your will, burial arrangements, funeral services preferences, property distribution, disability and retirement plans, Do No Resuscitate (DNR) order, etc.

No detail is too small to help ease the burden to your family and protect you if the need arises. By starting to compile this information as early as possible, you and your family will be prepared for any eventuality.

Planning for Home Healthcare

David York Home Healthcare Agency is well acquainted with the issue of planning for home care and can provide valuable input as you chart your course. Should you need home healthcare help, please contact us to determine the best possible professional care for your family’s needs.

For more information about David York Agency’s qualified, compassionate caregivers, contact us at 718.376.7755. A free phone consultation can help you decide what services might be best to provide your loved one with the care and assistance they need. If you’d like to hear more from us, please like us on Facebook or follow us on Twitter, Google+, or LinkedIn.

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