2. Finances
  3. Planning
  4. Organizing for a loved one
Planning

A roadmap during a cost-intensive life phase, that addresses both the needs of the caregiver and the assets of the patient.

Organizing for a loved one
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Organizing for a loved one

by STEPHANIE ERICKSON
Contributor

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.

Caregivers struggle with knowing what to do when individuals with Dementia present with challenging behaviors and symptoms. There is an APP available that offers step by step interventions to manage a variety of symptoms such as incontinence, bathing challenges, repetitive discussions and aggressiveness. Learn more about Dementia Caregiver Solutions.

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About the author

Stephanie Erickson

Stephanie Erickson is a clinical social worker with over 20 years of experience as a geriatric social worker. Her primary area of practice focuses on…

Stephanie Erickson is a clinical social worker with over 20 years of experience as a geriatric social worker. Her primary area of practice focuses on Dementia and decision-making capacity. She works with seniors living autonomously, in care facilities, in acute care at the hospital, and who are living with family. Stephanie also provides training and consultation to families, the Alzheimer’s Society, community groups, financial and legal institutions and at professional conferences. She hosts her own weekly podcast called Caregivers’ Circle. She founded Erickson Resource Group which offers holistic services to seniors and their families. Check out her free guide to initiating conversations with aging relatives.

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