Year-End Checklist: Essential Legal and Financial Planning

Year-End Planning for Long-Term Care

The 4th quarter seems to create a sense of urgency about or legal and financial planning.

A comprehensive checklist ensures you don’t overlook any essential details. Be sure to include:

• Financial matters: Budgeting, understanding long term care and life insurance, managing your assets and planning for future costs.
• Medical needs: Coordinating your care with health care providers, understanding medications and planning for possible future needs.
• Legal matters: Ensuring all legal documents like your power of attorney and living will are in place.
• Home services/maintenance: Don’t overlook regular upkeep to make home living comfortable and safe.
• Aging-in-place modifications/home safety: Making necessary adjustments to your home for safety and accessibility as your needs change.

Schedule a call to talk to an expert about your year-end planning for long-term care: www.calendly.com/jimbetter. Find more resources in our blog.