Advance Planning: Your Parents’ Legal & Financial Documents

Advance care documents ensure one’s wishes regarding care, medical intervention, finances, etc., regardless of the person’s ability to make decisions for herself/himself. Legal documents provide the older adult and family […]

Advance Planning: Your Parents’ Legal & Financial Documents

Advance care documents ensure one’s wishes regarding care, medical intervention, finances, etc., regardless of the person’s ability to make decisions for herself/himself. Legal documents provide the older adult and family peace of mind, protect finances, minimize vulnerability, and reduce uncertainty. They can help families and caregivers avoid disagreements and guilt and clarify the role of the Power of Attorney (POA).

This ACAP program is designed to educate participants about advanced care planning so that they can become more aware of the advantages, terminology, and necessary documents. Participants in this ACAP program will learn about legal documents typically associated with advance directives, including Last Will and Testament, Durable (Financial) Power of Attorney, Living Will, Health Care Power of Attorney, Health Insurance Portability and Accountability Act (HIPAA) Release; and Medical Order for Scope of Treatment (MOST) Form. While the MOST form is used in NC, other states have a similar document that provides specific guidelines regarding the person’s wishes for medical intervention.

Program Presenters: Janet Ponichtera, Community Connections Specialist at Nelson Elder Care Law, LLC; and Adam Waller, Financial Advisor at Edward Jones

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