This weekend I was siting in my conference room with a couple discussing their estate planning. I looked out the conference room window and saw an elderly lady trip, fall and hit the pavement. I ran outside and found her lying on the pavement bleeding from the head. She was disoriented and frightened. We immediately called 911 and asked her who we should call to advise them about her fall. She could not give me a name or number for anyone to call.
When the paramedics arrived they recommended she be taken to the hospital. Prior to being taken to the hospital, she told me that she was a member of a local church. My office administrator accompanied her to the hospital. I was able to locate a friend by contacting the church. The friend went to the hospital and relieved my office administrator who had remained with her.
However, this incident called to my attention the importance of keeping an up to date list of contact persons with their addresses and phone numbers in our wallets. The list should include any persons who have been designated as an agent under a medical power of attorney. I am considering providing my clients with a form to use to create this list.
Andrew H. Hook, CELA, CFP
OAST & HOOK, P.C.
521 Middle Street Mall
Portsmouth, Virginia 23704
757-399-7506
Recent Comments