The last thing anyone wants in an emergency is to run around hysterically searching for important medical and financial information. You should have all of the following information readily available:
- Copies of the front and back of insurance cards, prescription cards, and, if applicable, military IDs
- Names and contact information of primary care physicians and specialists
- Basic medical history, such as medications, previous surgeries, and allergies
- A current list of medications and dosage
- Contact information for banks, financial advisors, insurance agents, attorneys, and other key advisors
- A list of financial accounts and safe deposit boxes, as well as the institutions where they are held
- The location of all estate planning documents, including Power of Attorney, Living Will/Healthcare Proxy, Will, HIPAA Medical Release, and, if applicable, trusts
Involve Your Children in Your Parents’ Care
One advantage of being in the sandwich generation is that you have help at hand—your kids. Maybe your daughter has a driver’s license. If so, she can take her grandparent to a doctor’s appointment from time to time. Or you can take your son to visit with his grandparents at the nursing home or assisted living facility. Even young children can help out. If your parents live with you, one of your young children can bring them a snack or show them how to use the television. Perhaps best of all, by spending time with their grandparents your children will likely have less anxiety about what your parents are going through.
While being a member of the sandwich generation isn’t easy, planning in advance can help lighten the load and ensure your parents receive the care they need. Proper planning can also provide you with greater peace of mind. We invite you to contact us at your earliest convenience to discuss your particular needs and goals.
