Hearth owlHearthElder Care Planning

Elder care planning guide

The legal side of caring for a parent, written so a family can actually use it.

A complete, downloadable PDF guide: the documents to sign, the order to sign them in, the Medicaid look back math, how the home and the healthy spouse are protected, and how to appeal a denial. Yours to keep, print and share with your siblings.

Families pay an elder law attorney $9,000 to $15,000 for this same guidance.

That is the typical range for a full elder law planning engagement: document drafting, Medicaid planning and asset protection review. This guide gives you the same map for a fraction of it, so you walk into any attorney or agency already knowing what to ask.

General edition

$49.99

One time, PDF download, yours to keep

The complete planning guide, written for families anywhere in the United States. Every document, deadline and worksheet, with the federal rules that apply in every state.

Sign in to buy, $49.99

State specific edition

Most useful

$99.99

One time, PDF download, rewritten for one state

Everything in the general edition, rewritten around Connecticut law: the state Medicaid program and waivers, filing offices, spousal protection figures, appeal deadlines and the local agencies to call.

Sign in to buy, $99.99

What is inside

  • Power of attorney. Health care proxy. Living will. What each one does, and when to sign it.
  • The five year Medicaid look back. What it counts, month by month. The transfers that trigger a penalty.
  • Protecting the house. Protecting the healthy spouse's income.
  • Guardianship and conservatorship. When you need it. How to avoid it.
  • Nursing home admission paperwork. The clauses to strike before you sign.
  • Appeals. Denials, discharge notices, level of care decisions. All the deadlines.
  • A document checklist. Worksheets. Scripts for the family meeting.

Educational information only. This guide is not legal, financial or medical advice and does not create an attorney client relationship, program figures and deadlines change, so confirm anything important with a licensed attorney in your state. Attorney fee ranges are typical published ranges for elder law planning, not a quote.