I: Preparing a Plan
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Planning Across the Generations
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Setting the Scene – In Person or Online
Tips for Having the First Conversation
All in the Family: The Sibling Syndrome
Making Your Plan: Don’t Worry, it’s Just a Draft
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The Family Meeting Checklist
General CareGiving Resources
Elder Care Specialists
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Elder Care Specialists Resources
What Are Your Legal Needs As You Age?
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Consulting an Elder Law Attorney
What to Ask When You’re Hiring an Attorney
Putting Key Legal Documents in Place: The Core Four
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Advance Directives
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Health Care Proxy
Living Will
Financial and Estate Planning
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Powers of Attorney
Last Will & Testament
Assembling Vital Documents
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Vital Information Checklist
Estate Planning
Assessing Your Family’s Financial Situation
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Conducting an Annual Financial Checkup
Financial Resources Checklist
Protecting Your Loved Ones Against Financial Fraud
Reviewing Social Security Benefits
Support for Veterans
Navigating the A, B, C’s (and D) of Medicare
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Medicare Part A – Hospital Insurance
Medicare Part B – Medical Insurance
Medicare Part C – Medicare Advantage
Medicare Part D—Prescription Drug Insurance
Medicare Supplemental Insurance (Medigap)
Enrolling in Medicare
Keeping Up with Medicare Services
Medicare Assistance for Families With Limited Incomes
Medicare Counselors & Advisers
Long-Term Care: How to Plan (and Pay) for It
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Private Pay
Long Term Care Insurance
Medicaid Long-Term Care Options
Long-Term Care Options for Veterans
Long-Distance Caregiving
When the Unexpected Hits: Creating a ‘What If’ Emergency Plan
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Emergency Preparedness Checklist
II: Aging in Place
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Creating an Aging-in-Place Plan
What’s Your Loved Ones’ “Retirementality”?
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The Lifestyle Checklist
A Short Guide to Healthy Living Habits for Your Loved Ones (and You Too)
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Monitoring Your Loved Ones’ Health
Sustaining Daily Exercise
Sticking to a Healthy Diet
Bolstering the Brain’s ‘Cognitive Reserve’
Promoting Social Engagement—with Some Caution
Your Loved Ones’ Home: Some Pragmatic Questions
How ‘Livable’ Is Your Loved Ones’ Home?
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General Home Safety Checklist
Decluttering an Old Homestead
The Danger of Falls and How You Can Prevent Them
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Assessing Your Loved Ones’ Physical Condition
Fall Prevention Programs
If Your Loved Ones (Or You) Do Fall…
Making the Home Fall-Resistant
Fall Prevention Checklist for the Home
Transportation Resources for Independent Seniors
Programs that Support Aging at Home
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NORCs: Naturally Occurring Retirement Communities
Aging in Place—But a Different Place
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Independent Senior Living & Active Adult Communities
III: At Home with Assistance
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What Kind of Home Care Do You Need?
Some Guidelines for Family Conversations
Needs Assessment Checklist
Geriatric Care Management Services
Geriatric Care Management Resources
Patient Advocates
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What to Ask When Hiring a Patient Advocate
Hiring Home Care Aides & Agencies
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What to Ask When Hiring a Home Aide
Hiring from an Agency
Hiring Aides Privately
Hiring Family Members as Aides
Some Additional Resources for Home Care Help
Sample Home Care Agency Plan of Care
Returning Home from a Hospital Stay
Obtaining Durable Medical Equipment
Other In-home Support Services & Programs
Additional Home-Care Services
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Telehealth
Home Doctor Visits
Help with Household Tasks
Transportation for Essential Services
Special Needs Transportation
IV: Long-term Care
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Should Your Loved One Stay Home or Move to an Adult Care Community?
General Long-Term Care Resources
Long-Term Care Insurance Resources
Long-Term Care at Home
Confronting Loneliness & Social Isolation
Adult Day Services
Adult Day Program Resources
Moving to an Assisted Living Community: When is it Time?
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Senior Real Estate & Housing Transition Specialists
Understanding the Basics of Assisted Living
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Continuing Care Retirement Communities
Choosing an Assisted Living Community
Assisted Living Resources
Assisted Living Residents’ Bill of Rights
Admission Agreements
Assisted Living Checklist
Nursing Homes / Skilled Nursing Facilities
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Choosing a Nursing Home
Nursing Home Residents’ Bill of Rights
Nursing Home Admission Agreements
Nursing Home Checklist
Resources for Adult Care Facilities
Managing Alzheimer’s and Other Forms of Dementia
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Understanding Dementia
Creating a Realistic Caregiving Plan
Local & National Resources for Alzheimer’s Caregivers & Families
V: The End-of-Life Journey
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Planning the Final Chapter with Dignity, Comfort and Care
Advance Directives
Vital Information Checklist (Redux)
Funeral Arrangements
Supporting the End-of-Life Journey
End-of-Life Doula Resources
Palliative and Hospice Care
Palliative Care and Hospice Care Resources
After a Loved One Passes
VI: Caring for Caregivers
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The Demands of Caregiving: A Life-Juggling Act
Local Caregiver Support Groups
Resources to Help Caregivers’ Self-Care
Support Services for Dementia Caregivers
Respite Care Services
Respite Care Services Resources
Caring for Yourself After Your Loved One is Gone
Conclusion
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Last Words (Sort of)
Acknowledgements
Welcome
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How to Navigate the Navigator
About the author
About this Site
RESOURCES
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Resources 1: by Subject
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Adult Day Programs
Aging in Place
Alzheimer’s Caregiver Support
Assisted Living
Caring for Loved Ones with Dementia
Caring for the Caregiver
Decluttering
Elder Care Specialists Resources
Elder Law
End-of-Life Doulas
Fall Prevention
Financial Management
Fraud Prevention & Support
General CareGiving Resources
Geriatric Care Management Resources
Healthy Aging
Home Care Agency Plan of Care – Sample
Home Care Help Services
Home Modifications & Repairs
Initial Planning Resources
Long-Term Care
Long-Term Care Insurance
Nursing Homes / Skilled Nursing Facilities
Palliative Care and Hospice Care
Patient Advocates
Respite Services
Reverse Mortgages
Senior Advisors
Social Engagement
Social Security
Support for Veterans
Transportation for Essential Services
Resources 2: Local Social Service Organizations
Resources 3: State, County, and Local Government Agencies
Glossary
Roel Resources website
Hard Copy Edition of this Guide
CHECKLISTS
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Adult Care Facility Checklist
Assisted Living Checklist
Caregiver Health Assessment Checklist
Emergency Preparedness Checklist
Fall Prevention Checklist
Financial Resources Checklist
General Home Safety Checklist
Health Assessment Checklist
Home ‘Livability’ Checklist
Housing Cost Assessment Checklist
Needs Assessment Checklist
Nursing Home Checklist
The Family Meeting Checklist
The Lifestyle Checklist
Vital Information Checklist
RESOURCES
Print This List
HOME CARE AGENCY PLAN OF CARE (sample)
About
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About this Site
About the Author
RoelResources.com