Family Caregiving Guidebook PC1413 Fillable

Family Caregiving Guidebook PC1413 Fillable

FAMILY CAREGIVING GUIDE

PLANNING FOR YOUR LOVED ONE WITH YOUR LOVED ONE

Wealth | Investments | Planning Commerce Trust Company

1 | FAMILY CAREGIVING GUIDEBOOK

TABLE OF CONTENTS

INTRODUCTION 1

GOALS FOR YOUR LOVED ONE 2

PLAN BASICS 3

PERSONAL DECISIONS 4

HOUSING DECISIONS 4

HEALTH DECISIONS 5

FINANCIAL DECISIONS 6

GATHERING RESOURCES 7

SETTING THE PLAN IN MOTION 7

WORKSHEETS 8

RESOURCES 14

NOTES 15

INTRODUCTION

Family caregiving has become more complex, costly, stressful and demanding than at any time in history. Planning in advance – or at least being cognizant of the issues and challenges that may be faced – is becoming increasingly important as the population continues to age. As part of our efforts in helping provide information to guide families through challenging life events and financial situations, Commerce Trust Company is happy to provide this material for your benefit. Important Disclosures The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized advice. Each individual or family needs to review the material in the context of his or her own particular situation before making any decisions. All expressions of opinion are subject to change without notice. >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17

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