Surprises in your Golden Years should only be reserved for birthdays and wedding anniversaries! Seeking the counsel of an Elder Lawyer will help ensure the proper plan is in place for the “surprises” of coping with potential issues such as: disability, long term care needs, medical expenses, Medicaid, guardianships and the like. The Law Office of Joseph Marino, PC is ready to help you. Please see our Elder Law comprehensive planning checklist here.
Elder Law Checklist
Last Will and Testament
Health Care Proxy
Power of Attorney
Special Needs Trust
Medical Insurance Policy
Long Term Care Insurance Policy
Life Insurance Policy(s)
Recent Annuity Statement
Recent Statements for the following
Defined Benefit Retirement Plan
Other information regarding monthly income:
Date of Birth:
If Married, name of Spouse:
Number of Children:
Is the client living in their home?
Is there a child living in the home that has acted as a caregiver?
Is the client planning or already been admitted to a nursing home or assisted living facility?
Is the client planning or already receiving Medicaid Benefits or other public assistance?
Has a guardianship, (including ad litem) or conservatorship proceeding been started? If yes, what court?