Elder Caregiver Planning is challenging, stress-inducing and complex. Most families have not planned for this, and becoming a caregiver is a likely occurrence for almost everyone. Caregiver Planning is an important aspect of your comprehensive plan in addition to Retirement Planning, Medicare Planning, Investment Planning, and Social Security Planning.

4 Key Challenges
#1: Ensure your loved ones have continued good care with smart planning.
#2: A caregiving plan must address medical, legal, financial and personal issues.
#3: Caregiving always impacts the rest of the family — this needs planning too.
#4: We need a team approach to produce a successful caregiving plan.

Talk to your loved ones about their wishes while they're still healthy. Situations can change rapidly. What if loved ones become incapacitated? Who makes medical decisions? Who makes financial decisions? A Caregiver Plan provides a communication framework for discussing “what ifs”.  It will assist the family in assessing medical, legal, financial and personal needs, and it helps organize resources to provide assistance with needs of daily living.

We provide workshops on a regular basis in the Orlando area.