Morris shares everything she knows Balch Hurme highlights the shorter list of things every caregiver should know. The references in the Checklist for Family Caregivers are golden, but How to Care for Your Aging Parents (3rd ed. 2014), by Virginia Morris, makes a nice companion title, especially when you’re tired of homework and just want an answer. When Dad falls in your lap, are you supposed to balance his checkbook or rebalance his portfolio first? Even if you are not a guardian, knowing where they start and what they do gives you something concrete to discuss with Dad and the rest of the family. She suggests for standards of practice that are as helpful to the amateur as the professional. In other words, if you have Mom’s power of attorney, you are her servant, not her master.Ĭhecklists are not enough, and Aunt Sally knows it. The agent makes sure the principal’s decisions are accomplished. The agent doesn’t take over and make decisions for the principal. This one humbled me as I read it: you can’t get a power of attorney over someone it has to be given to you. Aunt Sally explains what it means to be an agent, a trustee, a representative payee, and a guardian, and does it well enough that lawyers and clients should take turns reading the chapter out loud to each other. Hiring a sitter for Mom? Reach chapter 6, Deciphering Contracts.Ĭhapter 4, Making Decisions for Someone Else, is worth a semester of law school. Thought Mom needed a CPA? Maybe a daily money manager is a better fit ( Not sure how to manage money yourself? Aunt Sally suggests (Here’s the Texas version). For $20, Aunt Sally shares helpful hints your lawyer never knew, or that are expensive to learn on your own. The forms are available for free at Buy the book. Like the first two books, each chapter leads with to-do’s, explains what they mean, and ends with checklists to complete. When the bottom falls out and you have to pick up the pieces for someone else, reach for the Checklist for Family Caregivers. Together with the American Bar Association, she has published three checklists that I recommend to clients, including one for estate planning, a second for probate, and, perhaps my favorite, the ABA/AARP Checklist for Family Caregivers: A Guide to Making it Manageable (2015). Stay in control of your affairs with this updated edition of the award-winning book by AARP and the American Bar Association.I love the AARP’s Sally Balch Hurme, and now she knows it. While giving you peace of mind, this book is also a gift to your loved ones, sparing them stressful decisions should you become ill or die. You8217re never too young or too old to get organized and prepared, so start now. Plus, it tells you what you need, what's missing, and where to get it. This valuable resource walks you through the process of gathering in one place critical information about your finances, legal documents, online accounts, passwords, wishes about medical care, and more. Epub ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes, Second Editionĭon't put it off any longer! Get your life in order and make sure your family knows your plans and wishes with this simple step-by-step guide by a top expert in the field.
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