How to Transfer Medical Documents when an Elder Downsizes

In the recent article, Helping an Elder with Long-Distant Downsizing, I discussed the initial procedures for helping a parent downsize, particularly when sensitive documents are involved. This segment covers the process of gathering secure medical documentation and the experts to include to assist with the transfer. First things first: I am not an insurance expert.…

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Helping an Elder with Long-Distance Downsizing

Not too long ago, I helped my mother downsize from her 2400 square foot home to a two-bedroom apartment a few miles away. Following my father’s death and the recent death of two friends, she is eager to be closer to family. This time her move will be 500 miles away and will involve the…

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