Dementia Friendly Wyoming


Contact us: 307-461-7134

Planning for the Future

Money matters

Make sure that all your important documents such as insurance policies, mortgage and financial papers are in one place.  You can set up a file, put everything in a desk or dresser drawer or list the information and location of papers in a notebook.  If your papers are in a bank safe deposit box, keep copies in a file at home.  Tell someone you trust where they are kept.  Share the name of your lawyer, as well as a list of people to contact at your bank, doctor’s office, insurance company, and investment firm. Add a trusted person to your checking account and safe deposit box at the bank.   Make sure that Medicare and your doctor have written permission to talk to your trusted person about health and insurance claims.   

Personal records—put together a list of important information:

  • Full legal name
  • Social security number
  • Legal residence
  • Date and place of birth
  • Names and address of relatives
  • Location of birth and death certificates and certificates of marriage, divorce
  • Employers and dates of employment
  • Education and military records
  • Names and phones numbers of religious contacts
  • Memberships in groups and awards received
  • Names and phone number of close friends, relatives, doctors, lawyers and financial advisors
  • Medications taken regularly (be sure to update this regularly)
  • Location of living will and other legal documents

Financial Records

  • Sources of income and assets (pension from your employer, IRAs, 401(k)s, interest, etc.)
  • Social Security and Medicare/Medicaid information
  • Insurance information (life, health, long-term care, home, car) with policy numbers and agents’ names and phone numbers
  • Names of your banks and account numbers (checking, savings, credit union)
  • Investment income (stocks, bonds, property) and stockbrokers’ names and phone numbers
  • Copy of most recent income tax return
  • Location of most up-to-date will with an original signature
  • Liabilities, including property tax—what is owed, to whom, and when payments are due
  • Mortgages and debts—how and when they are paid
  • Location of original deed of trust for home
  • Car title and registration
  • Credit and debit card names and numbers
  • Location of safe deposit box and key

Care arrangements

At some point, you may need extra assistance in your home or alternative living arrangements. Consider what services are available, and where and with whom you might want to live. Talk about it with your family and friends.  Contact Dementia Friendly Wyoming 307-461-7134 or the Family Caregiver Program at the Sheridan Senior Center 307-672-2420 for information and support.

The Dementia Friendly Wyoming project will launch a new program called SHARE in October of 2017 through the Family Caregiver Program.  SHARE is an evidence-based planning program that counselors will use to help families facing an early-stage dementia diagnosis. 

The goals of SHARE are to:

Support care partners and help them communicate effectively and plan for the future

Promote Health and well-being, and decrease stress

Encourage participation of family and friends in fulfilling support and Activities

Learn about available Resources that reflect care partners’ values and preferences

Provide Education about dementia and how to manage changes that lie ahead

Each of the seven SHARE sessions is designed to engage the person with early-stage dementia and their care partner in discussions about symptoms, communication, care values and preferences, healthy activities and planning for the future. 

Advanced Care Planning

Advance directives let you make arrangements for your care if you become sick.  There are two ways to do this:

  • A living will gives you a say in your health care if you become too sick to make your wishes known.  In a living will, you can state what kind of care you do or don’t want.  This can make it easier for family members to make tough healthcare decisions for you.
  • A durable power of attorney for health care lets you name the person you want to make medical decisions for you if you can’t make them yourself.  Make sure the person you name is willing to make those decisions for you.

For legal matters, there are two ways to give someone you trust the power to act in your place:

  • A general power of attorney lets you give someone else the authority to act on your behalf, but this power will end if you are unable to make your own decisions.
  • A durable power of attorney allows you to name someone to act on your behalf for any legal task, but it stays in place if you become unable to make your own decisions.

Compassion & Choices has excellent resources for planning and managing End of Life Care.

Compassion & Choices improves care and expands options for the end of life, empowering people with information and tools, including a free consultation program, to receive healthcare that is consistent with values and priorities for individuals approaching the end of life. 

The tools on their website will help you

  1. Assess what is important to you and speak to your loved ones.
  2. Put your plan together
  3. Take charge of your health care

You may want to talk with a lawyer about setting up advance directives.  Although a lawyer is not required.   The Compassion and Choices website will help with planning and you can also access the form for the state of Wyoming on their site.