Caregivers’ Circle, November 9, 2015
It is very difficult to get all of the information we need to make the right decisions on behalf or with our aging relatives. How do we organize finances? Manage investments? Gather medical information? Organize personal appointments? This week’s guest, Kay Bransford, developer of MemoryBanc: Your Workbook for Organizing Life offers her personal experience and how this led to the development of a simple method to keep track of all necessary information. She and I discuss all of the essential financial, legal household and personal information that should be collected and organized to assist you in helping another.
Save or Shred?
Knowing the difference between what documents to save and shred is invaluable.
Take one minute to take control of your most important documents, accounts and assets.