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Would You Know if an Elderly Client Is Being Exploited by a Caregiver?

Katherine was a recent widow. After her husband passed away, his private caregiver, Amanda, convinced Katherine that she could continue to help her with whatever she would need. Katherine could function independently and didn’t really need assistance. But she wanted Amanda’s companionship. So Katherine continued to employ Amanda and allow her access to her credit card — feeling she could trust her since she took such good care of her [...]

By |2022-06-27T14:30:55+00:00June 17th, 2022|Aging In Place, Bill Paying, Caregiving|Comments Off on Would You Know if an Elderly Client Is Being Exploited by a Caregiver?

When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?

It can be heartbreaking when one of your clients dies and leaves a grieving spouse behind. During this sad and often tumultuous time, it’s hard for some surviving spouses to know how to move forward amidst their grief. As you know, after a spouse dies, there are many tasks that have to be tended to. Luckily, they have you as an advisor who can point them in the right direction [...]

By |2022-06-27T16:02:49+00:00January 26th, 2022|Aging In Place, Bill Paying, Caregiving, Independence|Comments Off on When a Client Dies, Who Helps with the Surviving Spouse’s Affairs?

The Costs of Unpaid Caregiving

When was the last time you thought about how caregiving would be handled once you or your loved one’s health starts declining? It is an important question to ask yourself because more and more people are needing care in America as our population ages. Yet most of the care provided in the United States right now is by unpaid family members or friends. In fact, millions of individuals provide care [...]

By |2021-09-30T20:12:23+00:00September 9th, 2021|Aging In Place, Caregiving|Comments Off on The Costs of Unpaid Caregiving

Now What? Reuniting with Loved Ones After COVID Vaccination

After a long, hard year, the time has finally arrived for some families who’ve been vaccinated against COVID-19 to reunite. Maybe loved ones have been in an assisted living facility where the doors were closed to visitors until recently. Or maybe senior parents living on their own have been vaccinated and they feel safe to spend time together again. Whatever the reason, many families can’t wait to get back together. [...]

By |2021-09-30T20:29:30+00:00March 5th, 2021|Aging In Place, Caregiving, Independence|Comments Off on Now What? Reuniting with Loved Ones After COVID Vaccination

Squeezed – As you Care for Kids & Aging Parents

September can arrive with a force. Suddenly the kids’ school activities, coupled with work responsibilities, become overwhelming. Add caring for an aging parent to the list and the squeeze tightens! Enter the Sandwich Generation. Caring for aging parents demands attention, time, and resources. Combine this with a career and raising kids and you have the perfect storm. Why is our society so squeezed? The answers: Older Americans are in a [...]

By |2020-02-28T02:24:43+00:00September 3rd, 2019|Caregiving|Comments Off on Squeezed – As you Care for Kids & Aging Parents

Holidays: A Great Time for Family Meetings

Holidays are about families coming together in celebration. This time of year offers an opportunity to hold a family meeting to address the needs of aging parents. Bringing the family support network together is a crucial step in planning for the aging process or addressing immediate concerns. Just as you dedicate time and energy to planning holiday gatherings, you can apply similar efforts for family meetings. Here are family meeting [...]

By |2020-02-28T02:28:07+00:00December 10th, 2018|Caregiving|Comments Off on Holidays: A Great Time for Family Meetings

Role Reversal – Why & When Children Become the Caretakers

It is inevitable that a transfer of decision making from parent to child will occur at some point in a parent’s life. So, what will this look like? It can be messy with hurt feelings, lost money, and inadequate care. Or, it can be wonderful with enriched relationships, gratitude, and peace of mind for all. The messy situations occur when people avoid the necessary conversations. This costly mistake has monetary [...]

By |2020-02-28T02:27:43+00:00July 19th, 2018|Caregiving|Comments Off on Role Reversal – Why & When Children Become the Caretakers
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