Throughout a marriage that spanned more than five decades, Mr. C handled all of his family’s financial affairs. When his health began to fail, his wife and adult children had no idea how to take over his role, a fact that became painfully clear when their accountant needed to file for an extension because the tax documents, previously delivered to the accountant’s office in an organized way, were totally disorganized to the point that the accountant couldn’t figure out if everything needed was in the box of papers. The family’s accountant recognized that they needed help, and referred them to Senior Care Management.
Mr. C’s health was quickly declining, and he was deeply worried about how his wife would manage without him. SCM’s Michelle Kunz, a Certified Senior Advisor, and a stress management counselor consulted at length with him about his concerns. Working with the entire family, they developed a transparent system for making sure bills and taxes were paid on time, that insurance claims were monitored, and that Mr. C received the health-related support he both required and was entitled to. The system reassured Mr. C that his family’s financial security would be protected.
“He knew his condition was worsening and he was trying to plan his family’s future,’’ Michelle said. “He wanted to know that when he was gone, that he had done all he could. We worked to relieve him of those concerns, to help remove the fear and the anxiety. The whole family understood that we were there for them, and that we would do whatever we needed to do to help.’’