Caregiver Advisor

Do they want you to do this for them? Have you asked them? It's ok to lightly bring up the topic at an appropriate time, even offer to download basic but essential papers like Durable Powers of Attorney, Medical Directive, etc. from reputable online providers like LegalZoom.com. But I don't recommend pushing it beyond that as they may not appreciate it, even if you mean well. From one who knows from personal experience.

rothmann4, I would highly recommend making an appointment with an"Elder Law Attorney" as such attorneys specialize in all things related to elder law.... plus they are experts in case Medicaid [which is different from Medicare] is needed down the road and can help you with that maze of qualifying.

I would suggest that they go to an estate planner and follow that up with an enrolled agent, they are the top tax preparers, believe me the IRS can foul up the entire works, if this is not properly thought out. This is their life, and their decisions, you can support them but that is about it.

It is honestly best for them to put together their own plans either as a couple or individually.