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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 and require estate planning lawyer’s help 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.  If you are planning on creating a trust to avoid getting sued, you can get lawyers from here!

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. You can check out Boyer Estate Planning Law Firm if you need more information on estate planning.

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 lawyers helping with living trusts, 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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INTRODUCING OUR NEWEST
CORNERSTONE LIFECARE PARTNER

MY CARE FINDERS PROVIDES FREE ASSISTANCE AND HANDS-ON SUPPORT IN MAKING THE RIGHT SENIOR LIVING CHOICE!

• Assisted Living Community
• Independent Living Community
• Alzheimer’s/Memory Care Community
• Long-term Care
• Skilled Nursing & Rehab
• Senior Housing
• Coordination with Other Cornerstone
  LifeCare Resources

Click Here for More Information.

CONCIERGE CARE MANAGEMENT
For Multi-Family Communities Such as Apartment Complexes, Condos, Independent Senior Living Communities, and Mobile Home Parks

Many Independent Residents in Multi-Family Communities are beginning to recognize their vulnerability in aging and along with family members, staff, and circle of supporters wish to plan and be prepared for ongoing and sometimes even urgent healthcare or other forms of personal issues.

GOOD NEWS!  Communities like Alderman Oaks Retirement Residence in Downtown Sarasota have made arrangements to team up with Cornerstone LifeCare to provide Concierge Care Management for Independent Residents to support them, their loved ones, along with other supporters.

Irene Nobles, RN, MSN
Cornerstone LifeCare Consultant
Concierge Care Coordinator

Click Here For More Information or to Schedule an Appointment.

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.

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.

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