Caregiving Guide

Legal and Financial Planning Resources

Mass Mutual Financial Group

Public National Association of Elder Law Attorneys (NAELA)

Find an Elder Law Attorney

National Association of Geriatric Care Managers

Legal Planning

Legal preparation is another critical area for future planning with your loved ones to ensure their wishes are respected as they age. Advanced legal planning creates a seamless process if a family caregiver needs to step in and champion should their loved one become unable to make their own decisions. Finally, legal planning provides caregivers with the confidence they are respecting their loved one’s wishes.

A place to start with legal and end of life planning:

You can get free (limited) legal help through your local Area Agency on Aging (AAA) or hire an Elder Law Attorney to assist with preparation of legal documents. You may prepare some basic documents together with your loved one, but make sure you get them notarized when needed. If dealing with a complex or large estate, writing a will with over $100,000 in assets, or family members disagree with their loved one or there is feuding between family members, it is best to have the documents prepared by an attorney.

Connect to legal resources through your local Area Agency on Aging’s Eldercare Locator

Find an Elder Law Attorney here, through the National Association of Elder Law Attorneys (NAELA)

Family Caregiver Alliance: What are My Important Papers? 

Family Caregiver Alliance: Where to Find My Important Papers

Elder Rights and Concerns about Abuse

Sadly, many older adults will fall victim to those they trust. From crooked contractors and telemarketers to neighbors and even family members who take advantage of their older loved ones, older adults are at risk. As defined by the National Committee for the Prevention of Elder Abuse, elder abuse takes many forms:

If you have concerns about a loved one who may be at risk of abuse or victimization, please report your concerns. A report to Adult Protective services will trigger an investigation into the safety and wellness of your loved one. Reports can be anonymous and it is always better to report your concerns than not to do so.

To report an Elder Abuse, contact the National Center on Elder Abuse in the state where the abuse is occurring. If the person is in immediate danger, call 911.

To find local resources for Elder Abuse

If someone lives in a Long-term Care Facility or Nursing Home and is being abused, connect here for help.

Next step: Remaining Nimble in the Face of Change and Uncertainty

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