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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