Aging in Place Workbook 2019

PERSONAL FINANCE

Other Financial Considerations What measures/ legal documents do you have in place?  Will  Living Will  Trust  Power of attorney  Advanced Medical Directive

Did You Know?

Links to helpful financial and legal resources, including information about benefits and supplemental income programs, can be found through: The National Council on Aging https://www.ncoa.org/ economic-security Senior Navigator http://www.seniornavigator Estate Planning and Document Organizing Tools https://www.everplans.com/ digital-estate

Are these documents up to date? Yes____N0____ Not Sure ____

Have you checked into the legal ownership of your assets? Yes____N0____ Not Sure ____ ( Often a deceased spouse or parent will still be listed as the legal owner on titles or deeds. Know who is listed on the title of your primary assets—car, homes, land, stocks, RVs, etc.)

Have you shared the location of these documents and other financial information (e.g. bank accounts, life insurance) with your spouse, children, other family, or trusted friends? Yes____N0____ Not Sure ____

If your answer is “ yes ”: Who currently has access to this information? _____________________________

Aging in Place: Your Home, Your Community, Your Choice

Personal Finance 37