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Mr. Ellen Case Study

Satisfactory Essays

Mrs. Ellen needs to ensure her financial affairs are in order. It’s important that all your essential documents can be found easily. There are a number of financial duties to consider including, “bank statements, tax, benefits and pension, as well as mortgage or rent documents, insurance policies and a will” (Alzheimer’s Society, 2016). It may become more difficult for Mrs. Ellen to make decisions about finances. Therefore, Mrs. Ellen needs to begin planning as soon as possible, so she may be able to participate in decision making (Alzheimer’s Society, 2016).

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