10. Are you familiar with the parent’s financial situation?
Is the parent able to manage his own finances? Do you need to review his finances for the following:
- Mortgage
- Legal Debts
- Pension Benefit from a company
- Social Security benefit
- 401k
- IRA
- Bills to be paid; ongoing debt
- Stocks
- Bonds
- Dividends
- CDs
- Any other source of income
- Real estate holdings
- Credit cards; debt
- Checking and savings accounts
- Taxes on property
- Involvement in law suits, either as the plaintiff or the defendant
11. Do you know all of the professionals with whom the parent is in contact?
- Doctors
- Attorney
- Accountant
- Stock broker
- Insurance agent
- Banker
12. Do you know what legal documents the parent has?
- Will
- Power of Attorney
- Durable Power of Attorney
- Healthcare Directive
- Documents regarding ownership of any real estate, valuables, property
13. Do you know about your parent’s health?
- What medications does the parent take?
- Do you know the dosages and frequency?
- Do you know the names of all doctors (Primary Care and Specialists), their telephone numbers and addresses?
- Do you know what each medication is being prescribed for?
- Do you have a list of emergency contacts?
- Do you know when doctors' visits are scheduled?
- Do you know what conditions the parent is being treated for?
- Is the parent able to answer all of the questions above?
CONTINUED: 'My experience...'
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