Elder Care Planning
Plan for the Future
At Widlast Legal, we offer a unique service — the creation of an Elder Care Plan for you and your loved ones. Your Elder Care Plan will be tailored specifically for you. In preparing your Elder Care Plan, we get to know you, your health, and your wishes, and then combine those with a review of your finances, resources, and estate planning documents, to provide you with personalized recommendations to help you plan for elder care in both the short-term and long-term. Having an Elder Care Plan makes it easier for you and your loved ones to navigate the future as you age and your care needs change.
Our law firm is uniquely qualified to provide this type of planning for you, given Janis A. Carney’s certification as an Elder Law Attorney paired with Lara A. Grisemer’s prior career as a Healthcare Attorney.
Your Elder Care Plan Will Include:
- Financial Review – we will take into consideration your current assets, income, and expenses, and provide financial projections for a range of elder care options in the future, from in-home care, to assisted living, to nursing home care.
- Health Review – based upon your current health status and history, your plan may include an overview of Medicare & Medi-Cal, and advice for medical specialists, elder care providers, care managers and communities to suit your needs.
- Estate Planning Review – we’ll take a fresh look at your existing estate plan considering your age, health and changing care needs, and provide suggestions for potential updates.
- Short-Term Elder Care Plan Recommendations – tailored for your specific circumstances with focus likely on remaining in your home, including a review of legal issues with respect to hiring in-home caretakers, paying for in-home care, available tax deductions, community resources, respite for a family caretaker, and more.
- Long-Term Elder Care Plan Recommendations – In this section, we’ll shift focus to elder care in a community setting, including a discussion of the various types of communities, advice with respect to selecting a community, being an advocate for yourself/loved one within a community setting, resources for paying for community care, including public benefits, selling or renting your home, available tax deductions, and more.
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