Managing The Stress ~ Making The Decisions ~ Discovering The Meaning

Caregiving
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To Your Caregiving Situations

Throughout Your Caregiving Years

 

 

Resources:

National Academy of Elder Law Attorneys: www.naela.com. Or, call 520-881-4005

National Association of Estate Planners and Councils: www.naepc.org. Call 866-226-2224

American Institute of CPAs: www.aicpa.org/index.htm. Or, call 212-596-6200. The association has a listing of CPAs who specialize in eldercare services.

American Institute of Financial Gerontology: www.aifg.org. Or call, 888-367-8470. The institute can refer you to a Certified Financial Gerontologist (CFG), a professional who advises older consumers and their families.

National Association of Personal Financial Planners: www.napfa.org/. Or, call 1-800-366-2732.

Financialplanners.com: Search for an estate planner, financial planner and CPA.

Certified Financial Planners Board of Standards: www.cfp.net/default.asp. Or, call 888-237-6275. The organization has free financial planning resource kit.


Quick Tip: Conservatorship/Guardianship

If your care recipient has not completed a Durable Power of Attorney for Health Care and Finances and suffers from a cognitive impairment (such as a dementia), you may need to pursue conservatorship and/or guardianship, depending on your state, in order for your care recipient’s finances to be managed. The process involves court proceedings to declare your care recipient incompetent. Once your care recipient is declared incompetent to manage his or her affairs, the court appoints a guardian and/or conservator, monitored by the court, to manage assets until your care recipient’s death.


Index of Articles

Estate planning protects present and future assets

How you relate to money can help you create your financial wealth

Estate jewelry option for care bills

Pre-planning funeral part of estate planning process

Resources

 

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