Here are some salient points to consider; we call this the "Assessing Quiz". If you can answer all of these - you're off to a good start! These are only the basics of what you need to know and have in your grasp, with our services we will discuss the intricacies of what you need to know when you contact us. If you don't have these basics covered, please do not wait to contact us. Do not feel bad - those feelings will only be much worse later. If you do have these answered, we can show you the next steps and find ways to assist you.If you have questions, or would like more information, please leave your name and contact information.General Issues Are you the primary care giver?YesNoI Don't Know Do you have any family members to support you?YesNo Please enter the supporting family members' names, ages and locations. What involvement will they have in the process? Do they live in the same state as your loved ones?YesNo Do all family members share the same feelings about caregiving?YesNo What differences are there? Have you heard your loved ones say "I do not want to be a burden to my family"?YesNoFinancial What is your loved ones financial situation?GreatFairBadI Don't Know What makes you say that? Does your loved one(s) work with a financial planner?YesNo Do you know who it is? If so, list it here. Do you know their current monthly income?YesNo What is the amount? Do you know the estimated costs for your loved ones current and future needs?I think so.I don't know. What do you think they are? Are either of your loved ones Veterans?YesNo Are you aware of the following VA Programs that they might qualify for?Aid&AttendancePensionCompensation Do they have Long Term Care Insurance Policy?YesNoI Don't Know Do they have a life insurance policy?YesNo Do you know who would manage your loved ones financial/legal matters should one parent die or have a debilitating illness?YesNo Do you understand the legal documents required to assure that your loved ones receive the care they want and that their finances are taken care of?YesNo Do your loved ones have a signed Durable Power of Attorney for financial matters?YesNo Do your loved ones have health care Power of Attorney for medical decision making?YesNo Have you viewed them and know where they are kept?YesNo Where Kept/When Viewed Do you know the estimated cost of their future needs?YesNo Is the house safe for your loved ones to live in now or in the future?YesNo Would they consider an assisted living facility?YesNo Do your loved ones want to stay in their current home with home modifications for safety?YesNo Do you know the difference in independent living, assisted living, memory care, skilled nursing and the cost of each?YesNoContact Information How did you hear about us? NameFirstLast Phone Email Comments Please prove you're human 🙂SubmitReset
