The End of the Year Long-Term Planning Checklist You Need in Florida

Are you an active senior living on your own in Florida? As the year comes to an end, have you thought about your future and long-term care? What would happen to you if you suddenly became incapacitated due to an accident or surgery? What is your plan if you receive a serious health diagnosis? Do you have a legacy in place for your estate when you pass away? All these questions need planning ahead for answers.

Quite frankly, most of us would like to avoid even thinking about any long-term planning, let alone doing anything, but it is very important. Having the time to decide early, before a crisis occurs, is invaluable. Working with an experienced Florida elder law attorney to ensure your lifetime of savings is protected from nursing home bills is an invaluable gift. 

When you do meet with your Florida elder law attorney, how do you begin the conversation about planning for the future? In our office, we understand that long-term planning can be complicated. We know that you, like many of our clients, have questions. Below, we would like to share with you an end of the year long-term care planning checklist. As the year is drawing to a close you may want to use it when talking to your loved ones about long-term care planning for yourself over the holidays, or anytime throughout the year.

  • Do you live at home?
  • Are there mobility issues within your home?
  • Is your home equipped for you to age in place?
  • Do you have a life alert or alarm system in place to help you should you fall?
  • Have you had any changes to your doctors or your medications?
  • Are your doctors covered by your insurance?
  • Do you have any new health care concerns that have arisen over the past year?
  • Do you have a good local support system?
  • How is your mental health?
  • How collaborative is your family dynamic?
  • Do you have a Florida estate plan and is it up to date?
  • Does your Florida durable power of attorney include super powers?
  • Are you able to live comfortably on your monthly income?
  • Do you have long-term care insurance?
  • How long could you afford to pay for a nursing home out of pocket?
  • Have you worked with an experienced Florida elder law attorney to create a plan for long-term care?

While long-term planning can be difficult to think about, it is critical. As the year draws to an end, long-term care planning may be developed in a way to provide certainty, which can often be missing in the aging process. When you plan for your long-term care you and those you love will benefit from the peace of mind that comes with your planning.

We know this article may raise more questions than it answers. Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.