Strategies For Elder Care

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Information regarding Elder Care

Information regarding Elder Care

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  • 1. Strategies for Elder Care Laurel M. Davila, CPA www.laurelmdavilacpa.com (949) 476-1835
  • 2. Elder Care Tools
    • Assisting with Living Trust Arrangements
    • Identifying Elder Abuse Warning Signals
    • Preventing Elder Financial Abuse
    • Protecting Elders From Abuse
  • 3. Living Trust Arrangements
    • Avoid Lengthy Probate & Expensive Court Costs
    • Obtain & Update Living Trust & Pour Over Will
    • Keep Asset Schedule Handy & Updated for Executor
    • Obtain Updated HIPPA Compliant Medical Power of Attorney (Med POA)
    • Give Updated Med POA to Doctors & Hospitals NOW!
    • Obtain Financial Power of Attorney
    • Avoid “Half-Baked Trust” by Properly Funding Living Trust
    • www.eldercareadvisors.com
  • 4. Elder Abuse Warning Signals
    • 90% of Elder Care is Now Provided “In the Home”
    • Caregiver is Related to Elder (Usually Elderly Spouse and/or Elder’s Adult-Child)
    • Caregiver is “Burned Out” from 24/7 Caregiving
    • Caregiver is Chemically Dependent
    • Caregiver is Financially Dependent on Elder
    • www.geocities.com/~elderly-place/abuse8.html
  • 5. Elder Financial Abuse
    • Humiliation
    • Threats of Harm or Abandonment
    • Isolation
    • Non-Communication
    • Intimidation
    • Undue Influence to Change Legal Documents
    • Misuse of Property
    • Theft or Embezzlement
    • www.ssa.ocgov.com
  • 6. PROTECT YOUR ELDERS
    • Watch for Early Warning Signals of Elder Abuse e.g. “Turning the Tables”
    • Relieve Stressful Elder Caregiver “Burn Out”
    • Find Dependable “In-Home” Respite Elder Caregiver Agencies covered by Health Insurance & Medicare NOW!
    • Report Elder Abuse & Neglect to Adult Protective Services
    • Get Elder Counseling from Licensed Therapist and/or Social Worker
    • Call District Attorney’s Office for Help
    • Let Go of “Old Family History” – Use Tact, Diplomacy & Respect
    • DARE TO CARE – Educate Your Family & Prevent Elder Abuse
    • www.eldercareadvisors.com
    • www.ssa.ocgov.com
  • 7. Summary of Proactive Elder Care
    • Assist Elders to Set Up a Living Trust
    • Identify Elder Abuse Warning Signals
    • Prevent Financial Abuse
    • Protect Elders – Educate the Family
    • Report Abuse & Neglect