If you’re a long distance caregiver, it’s important to have a productive relationship with your loved one’s professional advisors – their doctors, attorney, banker, financial advisor, CPA, insurance advisor, etc. If you’re planning to visit your loved one for the holidays, now is a good time to decide which professionals to meet with while you are there, and to set up appointments. Some advisors may have changes in personnel so you will want to meet the new people. Others may have matters they want to discuss.
As always, include your loved ones in these meetings. Remember that the professionals will need proper authorization from your loved one before discussing their affairs, and they will be careful to ensure that you have their best interests at heart. So be patient with their requests, and use this time to prepare the paperwork they may need.
If you will not be able to visit your loved one soon, you can still schedule meetings via phone or video call.
Care is There can help!
If You Live In Our Service Area
If you live in our service area of Charlottesville, Virginia and the surrounding counties and the Shenandoah Valley (Harrisonburg, Staunton, etc.) we can:
- Schedule meetings with your loved one’s advisors
- Attend the meetings with your loved one if you can’t be there in person, and summarize and communicate recommendations
- Schedule follow-up appointments
- Handle logistics for picking up, filling out and returning paperwork
No Matter Where You Live
If you don’t live in our service area, we can teach you to do it yourself!
We offer a number of online courses for long distance caregivers, which you can browse at this link. You may be especially interested in our course “The Pro Guide to Becoming a Successful Long Distance Caregiver.” Lesson Seven of that course explains how to make the most of visits to see your loved one, including scheduling meetings with their advisors.
If you would like personal coaching about your loved ones’ situation, click here.
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