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Issue: # 1108

August 2011


Fiduciary/Benefits Advocacy/Care Management

 

BBQ

Ah, the lazy days of summer are coming to an end!  Labor Day is at hand and this is one holiday that a lot of people don't seem to take as seriously as all the others.  But Labor Day is not just the end of summer; it is a celebration of workers of all sorts.  Historically speaking, Labor Day is a celebration of worker's rights and the triumphs that the labor movement has gained over the last couple of centuries. Many people think of Labor Day as just another holiday where they get off of work or out of school, and don't take the time to look at and appreciate what the holiday is really about.

 

Labor Day would not be possible without the help of the workers who originally fought to get the holiday recognized back in 1882, so when I celebrate it with my family I try to remember those who worked long hours and in bad conditions. Without those workers, we wouldn't have the industrialized civilization that we do today. No matter what your thoughts are on the labor movement in general, everyone has to work and it's sometimes nice to sit back, take a moment, and remember that labor is the backbone of our economy and life in general. After the laborers got Labor Day recognized as a national holiday, the rest became history. Happy Labor Day and remember to enjoy the barbecue!

 

Isn't a family member always the best caregiver?

It may be hard for family to understand what is important to their relatives

Herb ThomasA recent study from Penn State and the Benjamin Rose Institute on Aging concludes that "caregivers, too often, fail to understand what is important to their relatives suffering with mild to moderate dementia, which results in frustration for the patient."  The researchers found a difference in perception about the amount and quality of the care provided between many caregivers and their patients and zeroed in on the major source of difference being this lack of understanding by caregivers of the needs of the patients.

 

"Family caregivers often become the surrogate decision makers of relatives who have dementia, so the two groups need to communicate well and to understand each other," said Steven Zarit, a professor and head of the Department of Human Development and Family Studies at Penn State and the study's leader.  "Unfortunately, in our study we found that family caregivers and their relatives often do not understand each other well when it comes to the values they hold about giving and receiving care."

 

The team interviewed 266 pairs of people, each composed of an individual with mild to moderate dementia and his or her family caregiver.  To participate in the study, caregivers had to be the primary family caregiver of the dementia patient and the dementia patient had to be living in his or her own home. The researchers interviewed members of the pairs separately, asking questions related to how much value they place on five core values: autonomy, burden, control, family and safety.  

 

For example, one question focused on the level of importance a dementia patient gave to the ability to spend his or her own money in the way he or she wants.  "Our results demonstrate that adult children underestimate the importance that their relatives with dementia placed on all five core values," said Zarit.  "For example, the person with dementia might think it is very important to continue to be part of family celebrations, but his or her caregiver might not." 

 

According to Zarit, a major reason for differences in these perceptions is that caregivers come to view people with dementia as unable to make their own decisions about daily life.  "That is something that does happen as the disease progresses, but the people in our study remained capable of making decisions for themselves and could express their values in a clear and direct way," said Zarit. "Caregivers who still saw the person with dementia as able to direct his or her daily life were also more in tune with that person's values and beliefs."

 

This lack of agreement about how care is provided has ominous implications for when the dementia worsens. "As people's cognitive abilities decline," Zarit said, "they can no longer express clearly what they want. Family members have to act as surrogate decision makers, but if they don't understand the dementia patients' preferences about care, they may not be able to make the best choices."

 

The team's results will appear in the August issue of The Gerontologist.  Zarit plans to continue this research by developing and evaluating protocols for improving communication between caregivers and their relatives to ensure that medical and social decisions are made in such a way that reflect dementia patients' actual values.  This work was supported by the Administration on Aging, the Robert Wood Johnson Foundation, the AARP Andrus Foundation, the Retirement Research Foundation, the National Institute of Aging and the National Institute of Mental Health. Other authors on the paper include Allison Reamy and Kyungmin Kim, both graduate students in human development and family studies at Penn State, and Carol Whitlatch of the Benjamin Rose Institute on Aging.

 

This article can be found in its entirety at http://www.seniorjournal.com/ NEWS/Eldercare/2011/20110801-DementiaPatientsUnhappy.htm

 

 

Why would I ever need a conservator?

Responsibilities of an appointed conservator 

A conservator is a person who is appointed by a probate court after a court hearing and is given power and responsibility to handle some or all of another individual's financial and/or medical affairs.

 

The probate court may appoint a conservator when an individual is unable to handle his or her financial and personal affairs effectively. If the individual (the conservatee) is not the petitioner (to the courts), it must be shown that he or she is wasting money, disregarding upkeep of property, not spending sufficient money for his or her own care needs or the needs of any dependents.

 

conservatorThe conservator has a responsibility to spend and invest the money for the benefit of the conservatee. The conservator can decide where the conservatee lives and certain health care decisions. How complicated serving as conservator will be and how much time it will take depend on a number of factors: asset types, property value, the individual's needs, whether there are dependents, and the extent of cooperation among family members.

In the event that there aren't any responsible adults willing to serve as guardians or conservators for persons, who by reason of advanced age, illness or physical infirmity, are unable to manage their property, or are unable to provide for themselves or others dependent upon them for support, a conservator may be appointed by the courts to serve in such a capacity.

 

We at Herb Thomas and Associates are trained, registered, and licensed fiduciaries who know the specific court approved powers and responsibilities we have and how to fulfill our duties by serving your loved ones as professional conservators.  Contact us any time so that we may discuss your particular needs. 

 

 

A number of factors distinguish us from other private fiduciary firms, such as our breadth and depth of services and the regular personal contact we have with our clients. In addition, we have extensive knowledge and experience in the areas of finance, benefits advocacy, taxes, and investments.

 

We look forward to discussing any of our services with you.  Contact us anytime for statewide service: 510-749-8358 or herb@herbthomas.com.

 

Sincerely,

 Herb Thomas

In This Issue

Family as caregivers

Responsibilities of a Conservator

 

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