Where do you begin when you’re trying to prepare for the future?
In this episode of Resource4Care’s Senior Housing Roadmap series, Mary Lou Nowak talks with Sherry Harbur, broker and owner of Harbur Realtor, about why organizing important information is one of the most valuable first steps families can take. Sherry explains how her Senior Housing Road Map workbook can help families organize key information—including bank accounts, investments, insurance, property, passwords, important contacts, medical directives, powers of attorney, wills and trusts, so loved ones aren’t left searching for answers during a crisis.
The conversation also explores a powerful real-life example of how the lack of a proper Power of Attorney can put a family’s home and equity at risk, along with why communicating your wishes to family members is just as important as documenting them.
In this episode, you’ll learn:
Why organizing information creates a starting point for your aging roadmap
What important financial, legal, medical and property information to document
Why passwords and digital accounts matter
How beneficiaries can affect what happens to accounts and assets
Why a Power of Attorney can be critical when someone becomes incapacitated
How planning ahead can create peace of mind for you and your family
Why communicating your wishes is one of the greatest gifts you can give your loved ones
The message is simple: Plan ahead. Create your roadmap. Communicate what you want.
This educational conversation is part of Resource4Care’s mission to provide free, practical education for seniors and their adult children navigating aging and caregiving.