Disability Planning Resources
Overview and Contents - Plan While You Can: Legal Solutions for Facing Disability
Have you ever asked, “Who will make financial or health care decisions for me if I am incapacitated?” . . . “How can I avoid becoming a burden on my family?” . . . “Will I be ignored in a nursing home?” . . . “How will my disabled child fare after I’m gone?”
If so, you need more than a do-it-yourself book giving you forms designed to fit “most” people. You need good professional advice tailored to addressing your concerns. This book empowers you to develop your individualized plan for facing possible disability with confidence.
Plan While You Can gives you the tools to:
Section I. Getting Started
Chapter 1 – Do I Need to Do This?
Chapter 2 – Building Blocks
Intestacy and Wills
Powers of Attorney
Health Care Decisions
Medicare and Medicaid
Section II. Financial Security Planning
Chapter 3 – Durable Powers of Attorney: Naming a Successor
Why you need a Durable Power of Attorney
Choosing an Agent
Overcoming Common Problems
Objection 1: Did the principal have the mental capacity to create the power?
Objection 2: Is the principal “incapacitated?”
Objection 3: Does the power authorize this activity?
Objection 4: Has the principal revoked the power?
Chapter 4 – Trusts: Personalized Protection
Advantages of Trusts
Using An Advocate
Special Powers and Duties
Funding Your Trust
Chapter 5 – Complementing Government Benefits
Gifts to Others
Special Needs Trusts
Chapter 6 – Long Term Care Insurance
A Comparison Chart
Creating Your Chart
Section III. Life and Death Decisions
Chapter 7 – Hard Choices
Chapter 8 – Advance Directives
Health Care Proxy
Living Will or Health Care Proxy?
Spreading the Word
Section IV. Teamwork
Chapter 9 – Getting it Together
Chapter 10 – Choosing Your Advisors
Build a List
Interview Your Candidates
Assess Your Candidates
Chapter 11 – Working Together
Initial Planning Meetings
The Team Meeting
Implementing the Plan