Elder Law Forms & Documents Articles

  • The Emergency Medical File Every Caregiver Should Create

    Family caregivers, especially those acting as medical POA, should assemble a folder of these 9 important medical details that can be easily handed off to nurses and doctors when seniors need emergency health care.

    4 Comments
  • How to Prepare a Letter of Instruction for End-of-Life Wishes

    A letter of instruction acts as a comprehensive guide to end-of-life matters for surviving family members. Learn what kinds of personal, financial and funeral planning information to include in this document and how often it should be updated.

    0 Comments
  • When POA Isn’t Enough: Other Forms Needed to Act on a Loved One’s Behalf

    Power of attorney documents allow caregivers to advocate for elderly loved ones, but some institutions require additional documentation. See what specific permissions you’ll need to access personal information and make vital decisions.

    13 Comments
  • 3 Legal Documents Caregivers Need to Manage a Senior’s Healthcare

    HIPAA authorization, medical POA, and advance directives are the three legal documents family caregivers need to make critical care decisions on behalf of their elderly loved ones.

    35 Comments
  • The Difference Between POA, Durable POA and a Living Will

    Familiarize yourself with the basic elder law documents that seniors and caregivers need. Create a cohesive legal, financial and medical plan that includes a will, advance directives, and powers of attorney (POA).

    56 Comments
  • Planning Ahead for Mom and Dad's Elderly Care

    Advance care planning can make a critical difference in the lives of your parents as they age. An elder law attorney can help your elderly parents with advance directives, wills, living trusts and power of attorney before they get sick.

    11 Comments
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  • How HIPAA Impacts Caring for Aging Parents

    If you have concerns about an elderly loved one’s health and are involved in their daily care, it is very important to understand the impact of the Health Insurance Portability and Accountability Act (HIPAA) on caregiving for seniors.

    0 Comments
  • Why a Letter of Competency Should Be Part of Every Senior’s Legal File

    Adding this one simple step when a loved one creates or changes their will, powers of attorney and other crucial legal documents can minimize unnecessary stress and familial discord down the road.

    6 Comments
  • Can You Change or Cancel a Will?

    People, families and finances change over time, and these changes should be reflected in one’s estate-planning documents. Consult an elder law attorney about your options for updating or revoking a will to ensure your wishes are followed.

    8 Comments
  • Start Here Every Year: Essential Tax Steps for Caregivers

    As a caregiver, you may need to assume responsibility for organizing an aging loved one's financial documents. Avoid unnecessary stress by organizing paperwork in advance of tax time.

    7 Comments
  • 4 Reasons to Review Your Will

    Most people mistakenly believe that creating a will is a one-time task, but estate-planning documents should be reviewed regularly to ensure they still reflect your wishes.

    22 Comments
  • Health Care Decision Making in a Senior Living Facility

    Even if you were heavily involved in the decision to place an elderly loved one in a senior living facility, you must have certain legal documents in place to participate in conversations with staff about their medical care.

    3 Comments
  • Stepping In as Alzheimer's Progresses: When the Court Must Decide

    Getting your affairs in order now can help ease the pain of stepping in when a parent's ability to make financial and health care decisions slips away. These important legal and financial documents can help you avoid costly court battles.

    3 Comments
  • Information to Gather Before You Call Medicare

    Having the proper authorizations in place and information on hand can help you save time and lessen frustration when contacting Medicare about coverage, claims and payments.

    1 Comment
  • 10 Things You Should Know About Your Parent's Finances

    Would you know what to do if you suddenly had to take over managing money and paying bills for your parent? Here are 10 things you need to know before assuming this responsibility.

    40 Comments
  • How much does a power of attorney (POA) cost?

    Getting a durable power of attorney (DPOA or POA) online can be completed for very little cost. However, the importance of this legal document may warrant hiring an elder law attorney.

    14 Comments
  • New Caregivers: Get a Health Assessment for Your Parent

    Being a new caregiver for an aging parent is overwhelming. Becoming well informed of your loved one's overall health, and securing the documents that allow you to make decisions going forward will hopefully avoid a future crisis.

    1 Comment
  • Avoid the #1 Mistake Elders Make with Health Care Directives

    Eliminate the issue of potential disagreements about your future care by naming a single individual in the health care directive.

    10 Comments
  • What Is a Do Not Resuscitate (DNR) Order and how does it work?

    A Do Not Resuscitate (DNR) order is normally a result of a person's healthcare directive, which says that he or she does not want measures to be taken to keep the person alive.

    23 Comments
  • 7 Steps to Take When an Elderly Parent is Suddenly Hospitalized

    When an elderly loved one winds up in the hospital, things happen so quickly that it can leave family members overwhelmed by their new roles as advocates and caregivers. Take these 7 steps to quickly get organized and better manage their care.

    6 Comments
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