top of page
  • Writer's pictureCaregiver Wellness Retreat

The Talk: Family Questions

In 2016, friend of Caregiver Wellness Retreat and podcast guest Dayna Steele wrote a personal account of her caregiving journey titled "Surviving Alzheimer's with Friends, Facebook, and a Really Big Glass of Wine". Dayna has graciously given us permission to share excerpts from her book with you in our Blog.

January always feels like the perfect time to get organized. Maybe it is the cold temps that keep us inside (in the northern hemisphere anyway) or maybe it is the freshness of the new calendar that inspires me. Whatever it is, now feels like a good time to have "the talk" with my family. Not THAT talk, the other one that focuses on caregiving and the decisions and plans that we should all make ahead of time BEFORE they are really needed.

Not the easiest talk to have but oh so necessary. Dayna helps make it easier with the chapter from her book that provided a comprehensive list of things to cover. We hope this helps.


Topics To Discuss

Here are important topics to discuss with your family members and other loved ones concerning health matters, documents, finances, and end of life issues. Not only should you know their answers but also you should have the answers to these questions for yourself saved where someone can find them.

If you can’t get someone to answer these questions in person, try sending a copy. You’ll find a printable document to download at

These questions aren’t just for your elders. These questions are for spouses, grown children, best friends – anyone you care about that you may end up taking care of and making decisions for in the future. Knowing the answers to these questions will free up an unbelievable amount of time, grief, and guilt for everyone involved.

  • Where are important legal documents located? This includes all information pertaining to your will and estate including execu tor name or names, Durable Power of Attorney, Medical Power of Attorney, HIPPA, Living Will, DNR directives, etc. This also includes Social Security cards, birth certificates, marriage certificates, divorce papers, real estate documents, car titles, and anything else you can think of.

  • If former military, what branch did you serve in, what dates, what was your discharge date and status, and where are your discharge papers?

  • Do you have a safe deposit box? If so, where is it located and where is the key to access the box?

  • Do you have a life insurance policy? If so, what is the company, account number, and contact information?

  • Do you have medical insurance? If so, what is the account number and contact information?

  • Do you have Long Term Health Care Insurance? If yes, what are the company, account number, and contact information?

  • What are your bank accounts as well as mortgage, credit card, and investment accounts? Include company names, account numbers, and contact information.

  • Where is a list of user IDs and passwords for all of your online accounts?

  • Who are your current doctors and what is the contact information?

  • What are your current prescriptions, dosage amounts, and, pharmacy contact numbers?

  • How do we gain accessibility to your home including the keys and security code(s)?

  • Who are your closest neighbors or friends that can be contacted in case of an emergency and what is their contact information?

  • If you need care, do you prefer a nursing home, private care home, VA facility, or other?

  • Have you already made any arrangements for continued care? If so, what is that information and where is any documentation?

  • If your home needs to be sold, do you have any specific instructions?

  • If you can no longer take care of your pet(s), what is the vet contact information and where would you like your pet(s) to go?

  • Stop all the drugs and preventative measures, only giving medication for discomfort or pain, when I can no longer ___________________________.

  • Do you want a funeral, in a church, a party, or a wake? Do you have written instructions and if so, where are these instructions?

  • Where will your final resting place be or where do you want your ashes scattered?

  • What is your religious affiliation (if applicable) including where you worship and a contact name, and number?

  • Do you want an obituary in a local and/or out of town paper? Have you written one already. If so, where is it? If not, what do you want in your obituary?

  • Do you want flowers for services or donations made in your name to your favorite charitable organization?

  • Are there specific persons you want notified upon your passing and what is their contact information including email addresses and phone numbers?

  • If not included in a will, are there special items you wish to go to specific family members such as furniture, photos, keepsakes, memorabilia, and more?

  • Name information and dates of all marriages and children you have had including divorce and death dates as well.

  • Lastly, more for future family members more than anyone, interview your loved one using the recording capability on your mobile device or computer.

    • Where were you born?

    • Tell me your earliest memory as a child.

    • Where did you go to school?

    • Who was your first love?

    • Do you have any regrets?

    • What was the best trip you ever took?

    • What was your first job?

    • The more you can ask and record, the more future generations will know about their family and past.

Photo of Dayna and her Mom
Photo of Dayna and her Mom.

We were fortunate in that I had taken care of most of these questions prior to Mom’s diagnosis. The one question I never asked was, “If you do need care, where do you want to live?” That would have also been the time to initiate the conversation that living with us was not going to be an option – I had to protect my health and well-being as well as my relationship with my husband and with my kids. Not knowing the answer to that question was the source of great guilt for me throughout the process and, probably will be for a long time to come.


In her best-selling memoir Surviving Alzheimer's with Friends, Facebook, and a Really Big Glass of Wine, Dayna Steele candidly chronicled her mother’s journey with Alzheimer’s on Facebook with unfiltered observations and dark humor. Now, she brings that same candid outlook and humor to the play, The Woman in the Mirror. Audiences will be met with Steele’s signature refreshing honesty laced with biting humor that stands testament to her personal strength and resiliency in the face of extraordinary and unexpected circumstances. This is a story about surviving Alzheimer’s while keeping your humor and sanity intact.

When not writing, producing, and acting in a play, Dayna is a popular business success motivational speaker. This rock radio Hall of Famer is also the author of numerous books on success including Rock to the Top: It Now Goes to Eleven - What you can learn about success from the world's greatest rock stars! Woman in the Mirror.

64 views0 comments

Recent Posts

See All


bottom of page