Legal · Caregiver Guide

Legal & Financial Planning

Power of attorney, advance directives, Medicaid planning, and protecting your family's future.

Why plan early

Making legal and financial decisions early allows the person living with dementia to participate in important choices while they are still able.

Essential documents

Consider discussing a durable power of attorney, advance medical directive, HIPAA authorization, will, and other estate-planning documents with a qualified professional.

Big Sis Tip: Planning ahead is one of the greatest gifts you can give your future self and your family. It reduces stress during a crisis.

Financial organization

Create a list of bank accounts, insurance policies, monthly bills, medications, passwords, and important contacts. Keep copies in a secure location.

Benefits to explore

Depending on your situation, you may qualify for Medicare services, Medicaid, veterans’ benefits, respite programs, or local caregiver assistance.

Talk with family

Have open conversations about wishes, caregiving responsibilities, finances, and long-term care preferences before an emergency occurs.

Remember

Every family’s situation is unique. An elder-law attorney or financial planner can help you create a plan that fits your needs.