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April 2021 - A Caregiver's Checklist for Peace of Mind

Caregiver Elderly PersonCaring for aging or ill family members can be difficult. One thing you as primary caregiver can do to make things a little easier for both you and your loved ones is to see that they have the necessary documentation in place to ensure their wishes are carried out. Following is a checklist of the basic documentation you should have.

A Will – This document details how your loved ones want their assets distributed and who they want to administer their estate when the time comes. It assures that your loved ones’ wishes are carried out and helps prevent disagreements among surviving beneficiaries.

Durable Powers of Attorney (POAs) – There are healthcare powers of attorney and financial powers of attorney. A healthcare POA lets you make medical decisions on behalf of loved ones when they are unable to do so for themselves, while a financial POA gives you authority to conduct financial transactions such as paying bills and managing accounts on their behalf, so they do not fall behind on their financial obligations.

Living Will – This outlines the type and extent of care your loved ones wish to receive if they become seriously ill. Together with the healthcare POA mentioned above, these two documents are often referred to as an advanced directive and give healthcare professionals insight into your loved ones’ wishes when they are unable to communicate those wishes for themselves.

In addition to making sure the above-mentioned documents are updated and witnessed and notarized as required, it is helpful to have your loved ones’ important paperwork organized and stored in a safe place easily accessible by you when needed. Examples of this paperwork include:

  • Birth certificate
  • Marriage license/divorce decree
  • Deeds to properties
  • Mortgages or rental contracts
  • Insurance policies
  • Pension benefits
  • Death certificates of spouse/parents/children
  • Citizenship papers
  • Military discharge papers

Caregiving goes beyond meeting the physical needs of loved ones. Making sure their affairs are in order gives them peace of mind and helps ease your stress over managing their estate when the time comes.

What Our Clients are Saying

The absolute BEST!!! I have a family of attorneys but needed someone local. Victor was recommended to me and words cannot describe how pleased I was with his firm. The outstanding service and attention each member of his staff gave to me surpassed any and all expectations. Victor surrounds himself with a hardworking team that he leads. I felt it was money spent wisely. I will continue to recommend Victor and his associates.

- Stephanie

Mr. Rotolo has helped me numerous times in legal matters and has continued to support and help me through countless hardships. He is dedicated to providing the best service and is a true professional. I will continue to consult with him regarding any legal issues in the future. He is a respectable, hardworking, kind hearted man and I would recommend his legal services to anyone.

- Matthew

I am an attorney and have practiced law for 26 years. I hired Vic to handle a very difficult family matter because I do not handle family law. Vic was extremely competent and obtained a result far beyond my expectations. Without his counsel my son's and family's life would have been changed forever. Thank you Vic for your good lawyering. I very much appreciate the personal attention and time dedicated to this matter. I highly recommend Vic.

- Anthony

We recently had a situation where we needed to hire an attorney. We selected Kearns Rotolo Law and I can honestly say that we were above and beyond satisfied with Vic and his team. We would absolutely recommend this firm to anyone should the need arise. We blindly picked the firm out of the phone book because I liked his ad. Now I believe that God was pointing us in the right direction. Thank you Vic and Kearns Rotolo Law for being there for us in our time of need.

- Kim

Victor's expertise, due diligence, and empathy for his client made my first experience with the law (and last) a non-stressful one. Before the case, I did my research and looked over about 20 lawyers before choosing Victor. All my sources pointed to him as the best and they weren't off even a bit. Victor treated my case like it was his own and kept me up to date with all my appointments, breakthroughs in the case, and guided me step through step in a process that I never thought that I had to come to endure. If Victor's not available Susy will go out of her way to take care you. The productivity and efficiency in that office is second to none. Thank you Victor!

- Michael