Page 30 - Life In Naples Magazine December 2014 Edition
P. 30
Organizing NOW
Can Save Time Later
R eturning to Naples for season is know the person, not just understand their with them in an easy-to-remember place, like
Rapps suggests residents carry documents
cause for celebration and planning.
disease process – more times than I can
a ‘red’ file box that can easily be refilled each
remember a client will tell me that they think
Bustling social life, ringing in
the holidays and reconnecting with friends this information is in a safety deposit box, time you migrate from home to home and
and family are the focus for most of these with their northern attorney, their financial this should be kept in a safe, secure and fire-
residents. But there are other important proof place.
advisor or they can’t recall where they are.”
considerations residents need to make to All pertinent documents need to be “Another option is to have your attorney
ensure the things that make Naples so grand available in Naples for those “in case of” hold your original documents for safe
stay that way. moments. Buxton says it is very difficult to keeping,” she says. “That way if any originals
execute the wishes of a client when it is not are needed or additional copies, they can be
clear to them what they have decided or easily overnighted or sent securely over the
where their documents are. internet.”
“In addition to assisting with medical Another alternative, says Rapps, is to have
and social issues I have been requested to an encrypted lock box file on the computer
review and interpret stock portfolios, give where copies of executed documents can be
advice on investments and in fact assist with easily accessed from anywhere. You and a
obtaining local financial and legal resources,” trusted family member or friend should have
she says. “I can directly assist if it is medical the password. This means not having to carry
or psychosocial and indirectly by obtaining documents or having to worry about losing
or forgetting them.
resources, but organizing and having a
“Seldom do individuals consider that “At Ciccarelli Advisory Services, Inc. we
systematic way of accessing medical, legal,
they may become ill, experience an accident and financial documents is paramount to always suggest that a copy of your health care
or God forbid pass away, but things do document and living will should be kept in
feeling in control and secure.”
happen, and when they do, it can be hard to the glove compartment of your car if you
fully process that, let alone be clear on how are driving, as this may be the first place
to manage the situation,” says Sandra Lee Emergency Medical Services personnel may
Buxton, RN BSN MA LHRM and Chief look for a contact if you are in an accident,”
Nursing Officer at McKenney Homecare. “It says Rapps, who also suggests including name
is extremely important when coming south and phone numbers of health care surrogates
to bring copies of important documents as are kept updated on these documents.
well as pertinent names and phone numbers.” “If you are not sure what you have or
In times of illness or hospitalization where it is, can you imagine how your family
health care providers need to understand members, trustees, personal representative,
what is important to you and your family. health care surrogates or your durable power
The best way for them to do that is for you This becomes especially important once of attorneys will feel when they need to
to produce living wills, advanced directives, a permanent move is made to Florida since step up on your behalf? Don’t procrastinate.
power of attorneys and designation of health some documents may need to be updated as Set up a system today for your important
care surrogates. Florida defines them. documents, be sure they are updated, and
don
“In addition have ready the names and Jill Ciccarelli Rapps, CFP, Financial ’t forget to tell your loved ones where to
phone numbers of doctors, attorneys in the Advisor at Ciccarelli Advisory Services, Inc. find them.”
north and contact information on financial agrees it can be difficult to stay organized
advisors and in the case of a couple, especially when moving back and forth from two or
if one has a memory disorder, or if children more homes. To discuss home health care, contact Sandra
are making arrangements on behalf of “My grandfather always had a list that Buxton at sandra@mckenneyhomecare.com
parents, maintaining order will bring peace was laminated so he could use it each year or 239.325.2273. Contact Jill Rapps at
of mind,” she says. “When opening a case and now I know why – it is easy to forget,” 239.262.6577 or visit www.casmoneymatters.
in home health I feel that it is important to says Rapps. com.
30 Life in Naples | December 2014
Can Save Time Later
R eturning to Naples for season is know the person, not just understand their with them in an easy-to-remember place, like
Rapps suggests residents carry documents
cause for celebration and planning.
disease process – more times than I can
a ‘red’ file box that can easily be refilled each
remember a client will tell me that they think
Bustling social life, ringing in
the holidays and reconnecting with friends this information is in a safety deposit box, time you migrate from home to home and
and family are the focus for most of these with their northern attorney, their financial this should be kept in a safe, secure and fire-
residents. But there are other important proof place.
advisor or they can’t recall where they are.”
considerations residents need to make to All pertinent documents need to be “Another option is to have your attorney
ensure the things that make Naples so grand available in Naples for those “in case of” hold your original documents for safe
stay that way. moments. Buxton says it is very difficult to keeping,” she says. “That way if any originals
execute the wishes of a client when it is not are needed or additional copies, they can be
clear to them what they have decided or easily overnighted or sent securely over the
where their documents are. internet.”
“In addition to assisting with medical Another alternative, says Rapps, is to have
and social issues I have been requested to an encrypted lock box file on the computer
review and interpret stock portfolios, give where copies of executed documents can be
advice on investments and in fact assist with easily accessed from anywhere. You and a
obtaining local financial and legal resources,” trusted family member or friend should have
she says. “I can directly assist if it is medical the password. This means not having to carry
or psychosocial and indirectly by obtaining documents or having to worry about losing
or forgetting them.
resources, but organizing and having a
“Seldom do individuals consider that “At Ciccarelli Advisory Services, Inc. we
systematic way of accessing medical, legal,
they may become ill, experience an accident and financial documents is paramount to always suggest that a copy of your health care
or God forbid pass away, but things do document and living will should be kept in
feeling in control and secure.”
happen, and when they do, it can be hard to the glove compartment of your car if you
fully process that, let alone be clear on how are driving, as this may be the first place
to manage the situation,” says Sandra Lee Emergency Medical Services personnel may
Buxton, RN BSN MA LHRM and Chief look for a contact if you are in an accident,”
Nursing Officer at McKenney Homecare. “It says Rapps, who also suggests including name
is extremely important when coming south and phone numbers of health care surrogates
to bring copies of important documents as are kept updated on these documents.
well as pertinent names and phone numbers.” “If you are not sure what you have or
In times of illness or hospitalization where it is, can you imagine how your family
health care providers need to understand members, trustees, personal representative,
what is important to you and your family. health care surrogates or your durable power
The best way for them to do that is for you This becomes especially important once of attorneys will feel when they need to
to produce living wills, advanced directives, a permanent move is made to Florida since step up on your behalf? Don’t procrastinate.
power of attorneys and designation of health some documents may need to be updated as Set up a system today for your important
care surrogates. Florida defines them. documents, be sure they are updated, and
don
“In addition have ready the names and Jill Ciccarelli Rapps, CFP, Financial ’t forget to tell your loved ones where to
phone numbers of doctors, attorneys in the Advisor at Ciccarelli Advisory Services, Inc. find them.”
north and contact information on financial agrees it can be difficult to stay organized
advisors and in the case of a couple, especially when moving back and forth from two or
if one has a memory disorder, or if children more homes. To discuss home health care, contact Sandra
are making arrangements on behalf of “My grandfather always had a list that Buxton at sandra@mckenneyhomecare.com
parents, maintaining order will bring peace was laminated so he could use it each year or 239.325.2273. Contact Jill Rapps at
of mind,” she says. “When opening a case and now I know why – it is easy to forget,” 239.262.6577 or visit www.casmoneymatters.
in home health I feel that it is important to says Rapps. com.
30 Life in Naples | December 2014
