Elder Law Forms & Documents

  • The Emergency Medical File Every Caregiver Should Create

    Family caregivers, especially those with medical power of attorney (POA), should assemble a folder containing these 9 important medical details that can be easily handed off to nurses, doctors and first responders when seniors need emergency health care.

    7 Comments
  • How to Prepare a Letter of Last Instruction for End-of-Life Wishes

    A letter of instruction is an informal estate planning document that clearly communicates instructions and desires that are to be handled after a person dies. It guides surviving family members through personal, financial and funeral information.

    0 Comments
  • When POA Isn’t Enough: Authorizations Needed to Act on a Loved One’s Behalf

    Power of attorney documents allow caregivers to access personal information and make vital decisions for elderly loved ones, but some institutions require additional forms. See what other authorizations you may need to get.

    20 Comments
  • 3 Legal Documents Caregivers Need to Manage a Senior’s Health Care

    If you anticipate needing to make medical decisions for elderly parents or your spouse in the future, make sure you have these 3 key legal documents in place.

    35 Comments
  • The Difference Between POA, Durable POA and a Living Will

    An estate plan that will safeguard a senior’s health and finances consists of a will, advance directives and powers of attorney. Familiarize yourself with these basic legal documents before estate planning begins.

    61 Comments
  • Planning Ahead for Mom and Dad's Elderly Care

    Advance care planning can make a critical difference in the lives of your parents as they age. An elder law attorney can help your elderly parents with advance directives, wills, living trusts and power of attorney before they get sick.

    11 Comments
  • How HIPAA Impacts Caring for Aging Parents

    If you have concerns about an elderly loved one’s health and are involved in their daily care, it is very important to understand the impact of the Health Insurance Portability and Accountability Act (HIPAA) on caregiving for seniors.

    0 Comments
  • Why a Letter of Competency Should Be Part of Every Senior’s Legal File

    Adding this one simple step when creating or changing a will, powers of attorney and other crucial legal documents can prevent unnecessary stress, legal problems and familial discord down the road.

    10 Comments
  • How to Find a Good Elder Law Attorney

    Seniors and their caregivers often face legal issues that require professional counsel. Use these tips for hiring an elder law attorney who can help with government benefits, power of attorney or guardianship, estate planning, and more.

    12 Comments
  • Can You Change or Cancel a Will?

    People, families and finances change over time, and these changes should be reflected in one’s estate planning documents. Consult an elder law attorney about your options for updating or cancelling a will to ensure your wishes are followed.

    10 Comments
  • Start Here Every Year: Essential Tax Steps for Caregivers

    Helping a senior with their taxes this year? Get their financial affairs (and your own) in order early on to avoid unnecessary stress as tax day approaches.

    7 Comments
  • 4 Reasons to Review Your Will

    Most people mistakenly believe that creating a will is a one-time task, but estate-planning documents should be reviewed regularly to ensure they still reflect your wishes.

    24 Comments
  • Health Care Decision Making in a Senior Living Facility

    Even if you were heavily involved in the decision to place an elderly loved one in a senior living facility, you must have certain legal documents in place to participate in conversations with staff about their medical care.

    3 Comments
  • Legal Competency: When Is It Too Late to Create a Will, Trust or POA?

    It is crucial to engage in proper legal planning with family members while they are still of sound mind. An elder law attorney outlines competency criteria that must be met in order to obtain valid legal documents before a crisis strikes.

    33 Comments
  • Getting Your Affairs in Order: Preparing for the Possibility of Dementia

    Encouraging aging loved ones to plan ahead legally and financially can make it easier for a trusted individual to step in and help them should they lose the ability to make decisions due to an unexpected diagnosis like Alzheimer’s disease or dementia.

    3 Comments
  • Information to Gather Before You Call Medicare

    Having the proper authorizations in place and information on hand can help you save time and lessen frustration when contacting Medicare about coverage, claims and payments.

    1 Comment
  • 10 Things You Should Know About Your Elderly Parent's Finances

    Would you know what to do if you suddenly had to take over managing money and paying bills for your parent? Here are 10 things you need to know before assuming this responsibility.

    42 Comments
  • How Much Does It Cost to Get a Power of Attorney Document?

    It’s easy to purchase an affordable power of attorney form online, but this option comes with some risks. An elder law attorney can explain how this tool works, help you avoid pitfalls and customize POA documents to meet your unique needs.

    15 Comments
  • First Steps for New Caregivers: Getting a Health Assessment for Your Parent

    When becoming a new caregiver for an aging parent it can be difficult to know where to start. A comprehensive health assessment can help you make care decisions moving forward.

    1 Comment
  • Avoid the #1 Mistake Elders Make with Health Care Directives

    Eliminate the issue of potential disagreements about your future care by naming a single individual in the health care directive.

    10 Comments
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