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Serving families in Palm Beach, Martin and Port St. Lucie counties

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Do You Have Necessary Vital Information?

Judie Rappaport
April 2, 2015

Dear Judie,

 

My Alzheimer’s Dad (88) was very secretive, refusing to discuss legal or financial details with his family.  Now he can’t remember his attorney, financial advisor, locate his life insurance, will, savings/investment documents.  How do we find that information to help care for him?  

 

- Paula, Ft. Pierce

 

Dear Paula,

 

Dad left your family at serious risk.  Alzheimer’s patients often exhibit paranoia and hide items  in “safe” places.  Search in, under, and behind every box, jar, drawer, cabinet, mattress and cushion in the house, including the freezer, cupboard, pantry, and refrigerator.  At the very least, you may find cancelled checks/old bills leading to Dad’s professional advisors.  If your search fails, retain an Elder Law attorney to help  a.) locate Dad’s assets,  and b.) create a plan to keep you and your parents safe.  

 

Judie Rappaport, President & Founder
Preferred Lifestyle Services

Trust Yourself. You Have the Knowledge, Insight,
and Power to make the right decisions for you and your parent. ©

 

 

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