Living with dementia

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Personal planning

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What is personal planning?

There are many decisions you will have to make while living with dementia. Personal planning is about making arrangements to prepare for a time when you may need help managing your affairs.

Personal planning allows you to stay in control of your own future. Making some of these decisions, like giving your family members or a close friend legal authority to carry out your wishes, can give you and them a sense of control and peace of mind. Please note, information on this web page does not replace seeking independent legal and financial advice about your particular circumstances.

Personal planning involves all areas of life, including:

Personal care

Examples: Living arrangements, personal safety, diet, exercise, arranging and managing support or services.

Tips:

  • There may come a time when accepting help from family, friends, or professionals will be necessary to maintain your quality of life.
  • Ask for information on getting help with daily tasks. The Alzheimer Society of B.C. or an assigned case manager can help answer your questions.
  • Consider your preferences for personal care, like where you may want to live, in the future.
  • Discuss these wishes with your family or those closest to you. Write them down.
  • Appoint someone to take care of personal care matters on your behalf to prepare for a time when you may no longer be able to make decisions independently.
  • Learn more about the resources that can help you in personal care planning.

Health-care

Examples: Medications, surgery, dental and eye care.

Tips:

Financial matters

Examples: Banking, government benefits and managing investments.

Tips:

  • Let others know how you would like your financial and legal matters to be handled to prepare for a time when you may no longer be able to make these types of decisions.
  • Discuss these wishes with your family. Write them down.
  • Appoint someone who will take care of your financial and legal matters, as well as a substitute decision-maker.
  • Learn more about the resources that can help you in financial planning.

Legal matters

Examples: Obtaining legal services and instructing a lawyer, settling an insurance claim and going to small claims court.

Tips:

  • Let others know how you would like your financial and legal matters to be handled to prepare for a time when you may no longer be able to make these types of decisions.
  • Discuss these wishes with your family. Write them down.
  • Appoint someone who will take care of your financial and legal matters, as well as a substitute decision-maker.
  • Learn more about the resources that can help you in legal planning.

Important notes about personal planning

The Alzheimer Society of B.C. suggests that people living with dementia and their families explore the range of options available to determine which personal planning strategies are best suited to their circumstances.

Your local Alzheimer Resource Centre can advise you on what issues will need to be addressed and the kinds of professionals who can help you with them.

Where do I start?

Visit the following links to help you get started:

Ready, set, plan

A checklist to help you and your family decide if you have dealt with some important planning issues.
       
planning-advocacy 
           
Personal planning: Along the dementia journey

Provides examples of how personal planning may relate to different points along your journey with dementia.
         personal-planning
           
Freda's Story: Living along and finding help on the dementia journey

Information on legal, personal, and health-care planning for people living with dementia who live alone.
         Freda
           
Nidus Personal Planning Resource Centre and Registry

A non-profit organization which provides information to British Columbians about personal planning.
         nidus

Additional Resources

Personal care

Health-care

Legal and Financial


Last Updated: 09/11/17
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