Review your financial portfolio, retirement accounts, and real estate. Explore your options for long term care insurance.
Ensure your legal documents are up to date and distribute your estate as you wish
Review your Will and Trust to make sure they still distribute your estate according to your wishes. Ensure your durable power of attorney and health care proxy are up to date and still designate the appropriate agents.
Make sure the distribution of your estate will not jeopardize public benefits for others
If you have a special needs child or family member receiving government benefits, be sure any distributions will not jeopardize current or future benefits. Consider designating a special needs trust as beneficiary to supplement the benefits.
Discuss options to allow loved ones to remain at home instead of a nursing home
If skilled nursing care is needed, review and discuss whether there are community based programs in your State. If appropriate, there may be home based care that could prevent a nursing home stay.
Take steps to protect and preserve your assets, including your home
With appropriate planning, there are steps that can be taken to protect your assets. As the rules and regulations vary by State, it is critical to speak with a qualified elder law attorney in your jurisdiction to review your estate plan and discuss your personal situation.
Designate agents to make medical and financial decisions for you in the event you are unable to make decisions for yourself
By executing a durable power of attorney and health care proxy, you can designate an agent to make financial and health care decisions if you are unable to make those decisions for yourself. Without those documents in place, your family may be required to obtain a court order to make decisions for you.
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