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Elder Law Checklist of Essential Legal Documents

Posted on February 4, 2019 by Don Fitts in Uncategorized - No Comments

Our thanks to Kevin Pillion and Shannon Feinroth of the Life Planning Law Firm for providing a checklist outlining the key legal documents related to effective life planning.

1. HEALTH CARE POWER OF ATTORNEY (DESIGNATED HEALTH CARE SURROGATE)
Who do YOU want to make your health care decisions if you were unable to do so?
Legal document appointing another person as your ‘Health Care Agent’ to make your medical decisions when you are unable to do so.

2. LIVING WILL (ADVANCE HEALTH CARE DIRECTIVE)
What are YOUR wishes if you were terminally ill or on life support?
Legal document that makes known your health care wishes regarding life-sustaining care such as food, hydration or ventilators.

3. FINANCIAL POWER OF ATTORNEY (DURABLE GENERAL POWER OF ATTORNEY)
Who do YOU want to pay your bills if you were unable to?
Legal document appointing another person as your ‘Agent’ to handle your business and financial affairs while you are still alive but unable to do so because you are incapacitated or are unavailable.

4. LAST WILL & TESTAMENT
Who do YOU want to inherit your assets?
Legal document specifying who receives your assets and who will serve as your personal representative for administering your estate AFTER your death.

5. LIVING TRUST
A Living Trust is a popular and flexible Estate Planning tool
Legal arrangement in which you give financial control of property to a Trustee for the benefit of your beneficiaries.
Benefits of a Living Trust include:
• Avoids Court proceedings, such as Probate, contested Wills, and Guardianships
• Provides for the care of an individual with Special Needs
• Provides for the care of a minor
• Insures that your assets will be properly managed and maintained while you are alive in the event of your incapacity, as well as after your death
• Provides for the care of loved ones who have mental or physical impairments, who struggle with addictions, or lack of financial responsibility
• Manages complex family situations, such as blended families and unmarried couples
• Motivates heirs to make smart life decisions and reward them for doing so
• Reduces Estate Taxes for married couples
• Provides for the care of family pets after your death
• Creates flexible Estate Plans to carry out YOUR personal wishes

Click Here for Printable Flyer.

Click Here for more information about the Life Planning Law Firm.

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IN-HOME COVID-19 TEST

A special offer within our CONCIERGE COVID CARE program is an initial IN-HOME EVALUATION and COVID-19 TEST by an Interim HealthCare Nurse.

You will receive the results of the test during the visit and, depending on the outcome along with the overall evaluation, be given the opportunity to discuss and develop follow-up steps to address any needs.

The Interim HealthCare Nurse is also a Cornerstone LifeCare Consultant and can coordinate other related services available through our Network of Partners and Resources.

Click Here for More Information.


During These Unsettling Times We Bring Health & Wellness Services to Your Home!

Through the support of our trusted Partners and Resources, Cornerstone LifeCare Consultants will assist you and your loved ones in navigating “Aging in Place” Solutions such as In-Home Remodeling and Modifications; In-Home Medical and Healthcare Services; and other types of vital Personal Support and Services.

Our Cornerstone LifeCare Consultants will also help manage transitions to Independent, Assisted, Rehab, and Skilled Nursing Facilities depending on your goals and circumstances.

Click Here for More Information.

SENIOR LIVING COMMUNITY PLACEMENTS

For a More Supportive, Safe, and Social Living Environment

During these unsettling times a decision may be needed to explore a transition to one of many Senior Living Community options.  And, we are here to help.

Our goal is to not only keep the needs and desires of the loved one in mind but fully consider the influence on family members, caregivers, friends, and other supporters.

Whether the choice is Independent Living, Assisted Living. Memory Care, Skilled Nursing or Rehab we have a dedicated group of trusted Partners that we feel are the best in the industry.

We look forward to hearing from you to begin discussions towards choosing the the right Senior Living Community for your particular situation.

Click Here for More Information.

Psychosocial Counseling & Therapy
(Teleconference or In-Person)

There is More to the Coronavirus Pandemic Than Just the Physical and Financial Impact!

What About the Affects on Our Emotional Well-Being and State of Mind? 

Click Here for More Information.

Contact our Medical Cannabis Specialist to learn more about the current status of Medical Cannabis and become aware of the assessment process and how to be approved for a medical marijuana card.

Ask about the many ways medical marijuana can be used and how it has been successfully tailored to individual needs.

Click Here for More Information.

Employee Assistance Through Special On-Site Child Care Program During These Unsettling Times

Debra Fortosis, Founder of Elite Family Care, and her team will design, manage, and oversee a program at your facility so that valued employees, volunteers, and supporters of your organization can have their children attended to while carrying out their responsibilities.

This innovative program was initially developed due to urgency for families of First Responders and Healthcare Personnel, but certainly has application to other types of businesses and non-profit organizations.

Click Here for More Information.

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Cornerstone LifeCare is a member of the Manatee-Sarasota Building Industry Association (BIA).
Click Here to access BIA website.

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