What is GO, you ask? Get Organized. Yes, January is national Get Organized Month. Here are five tips for getting organized for the coming year of caregiving.
- Find out what’s bugging your loved one. I discovered over the holidays that mom has been feeling guilty because she can’t make herself update information I’ll need when I take over as Power of Attorney. If you know what’s bothering your loved one, you may be able to make a plan to resolve the problem.
- Create a budget. Use your loved one’s 2016 bank statements to help create a 2017 budget for or with her. Do this to be sure she’ll have enough money to meet anticipated expenses. If the numbers don’t add up, find a financial advisor or accountant who can offer suggestions on ways to increase income and decrease expenses.
- Find an accountant. If your loved one needs or wants help completing her tax returns, act now to find an accountant. Because mom doesn’t drive anymore and doesn’t have a computer, I’m looking for one who makes house calls.
- Collect tax information. Start now to gather documents and information necessary to complete her 2016 taxes. For example, her pharmacy can give you a printout showing co-pays for prescription drugs. Bank statements will show how much she spent on health insurance and health care.
5. Make a list of home repairs. Mom and I know her front deck needs to be replaced. We’ll start interviewing repairmen now and schedule the work for spring or early summer.