FILE COURT PAPER AGAINST SOMEONE TO SEE FINANCE UPDATE
No one but Ben knew that his life insurance policy was in a box in the closet or that the car title and deed to the house were filed in his desk drawer. On the other hand, Ben always took care of family money matters, and he never talked about the details with Shirley. Louise made sure Medicare and her doctor had written permission to talk with her son about her health and insurance claims. She made sure her son could access her checking account and safe deposit box at the bank. She made sure he had copies of her Medicare and other health insurance cards. She gave him the name of her lawyer, as well as a list of people he could contact at her bank, doctor's office, insurance company, and investment firm. Long before she fell, Louise put all her important papers in one place and told her son where to find them. Preparing and Organizing Legal Documents for the Future Share this infographic to spread advance care planning tips to help get your affairs in order. That's because, several years ago, Louise and her son made a plan about what he should do in case Louise had a medical emergency. Even though her son lives across the country, he was able to pay her bills and handle her Medicare questions right away. She spent a week in the hospital and 2 months in a rehabilitation nursing home. One night, she fell in the kitchen and broke her hip. Louise's StoryĪcross town, 80-year-old Louise lives alone. But, on top of that, she has no idea what bills should be paid or when they are due. Of course, she's worried about Ben's health. But since his stroke, Ben is not able to walk or talk. Frequently Asked Questions About Getting Your Affairs in Orderīen has been married for 47 years.Help for Getting Your Legal and Financial Papers in Order.Important Legal Document You May Need as You Age.Steps for Getting Your Affairs in Order.Preparing and Organizing Legal Documents for the Future.
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