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Legal & Financial Questions

Critical questions about estate planning, legal protections, and financial planning for seniors.

10Guides
167Questions
#15 sections • 20 questions

Essential Questions for Medicaid Planning for Long-Term Care

Understand the key questions to ask about Medicaid planning for long-term care to ensure you're prepared for the future.

Preview Questions:

•What are the income and asset limits for Medicaid eligibility?
•Are there any exemptions or exceptions to the asset limits?
•How do spousal impoverishment rules affect eligibility?
...and 17 more questions
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#25 sections • 20 questions

Essential Questions to Ask About Long-Term Care Insurance

Discover the key questions to ask when evaluating long-term care insurance policies to make the best choice for your family.

Preview Questions:

•What services and care settings are covered under the policy?
•Is there a daily or monthly benefit limit, and how is it calculated?
•How long does the coverage last, and is there a lifetime maximum benefit?
...and 17 more questions
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#34 sections • 16 questions

Essential Will and Testament Planning Questions for Seniors

Discover the key questions to ask when planning your will and estate to ensure your wishes are carried out. Comprehensive guide for seniors and their families.

Preview Questions:

•What is the difference between a will and a testament?
•Who should I name as the executor of my will?
•What is the process for updating or changing my will?
...and 13 more questions
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#45 sections • 15 questions

Key Questions to Ask About Guardianship for Incapacitated Seniors

Understand the crucial questions to ask when considering guardianship for an incapacitated elderly loved one. Protect their rights and ensure their wellbeing.

Preview Questions:

•What is the legal definition of incapacity, and how is it determined?
•What are the different types of guardianship, and how do they differ?
•What are the rights and responsibilities of a guardian?
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#55 sections • 15 questions

Key Questions to Ask an Elder Law Attorney for Estate Planning

Discover the crucial questions to ask an elder law attorney when planning your estate. Get expert guidance on wills, trusts, and protecting your assets.

Preview Questions:

•What are the differences between a will and a trust, and which is better for my situation?
•How can I ensure my will or trust is legally valid and enforceable?
•Can I make changes to my will or trust in the future, and what is the process for doing so?
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#64 sections • 16 questions

Protecting Elderly from Financial Abuse: 25 Essential Questions

Safeguard your loved one's finances. Ask these crucial questions to identify and prevent elder financial exploitation.

Preview Questions:

•What are your loved one's current financial accounts and assets?
•Who currently manages your loved one's finances and bills?
•Do you have access to your loved one's financial records and statements?
...and 13 more questions
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#75 sections • 15 questions

Questions About Medicare Coverage and Appeals

Understand Medicare coverage, costs, and how to appeal denied claims with this comprehensive guide on essential Medicare questions.

Preview Questions:

•What is Medicare and who is eligible?
•What does Medicare Part A, Part B, Part C, and Part D cover?
•How much do the different parts of Medicare cost?
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#85 sections • 15 questions

Top Questions About Social Security Benefits for Seniors

Get the answers you need about Social Security benefits, eligibility, and maximizing your retirement income. Our comprehensive guide covers the essential questions.

Preview Questions:

•When can I start receiving Social Security benefits?
•Do I need to sign up for Social Security, or will I be automatically enrolled?
•What's the difference between Social Security retirement benefits and Supplemental Security Income (SSI)?
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#95 sections • 15 questions

Top Questions to Ask About Power of Attorney for Elderly Parents

Understand key questions to ask when managing power of attorney for aging parents. Ensure their care and finances are protected.

Preview Questions:

•What is power of attorney and why is it important for elderly parents?
•What are the different types of power of attorney?
•Who should be appointed as power of attorney?
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#105 sections • 20 questions

Veteran Benefits for Elderly: 25 Essential Questions to Ask

Navigating veteran benefits for the elderly can be complex. This guide covers 25 key questions to ask to ensure you get the support you need.

Preview Questions:

•What military service qualifies my loved one for veteran benefits?
•How do we enroll my loved one in the VA healthcare system?
•Are there any income or asset limits to qualify for veteran benefits?
...and 17 more questions
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