850-894-0152 click to call

Resources

Find resources here about Elder Law, guardianship, special needs planning, assisting and elderly or disabled loved one, or public benefits.

Download “Care Resource Guide” Care-Resource-Guide-May-2018.pdf – Downloaded 291 times – 1 MB

This handbook of regional care resources is designed to help guide families and caregivers toward services in our community and to assist in navigating the maze of aging, long-term care, and end-of-life care.

Download “Advance Planning Tools” ADVANCE_PLANNING_TOOLS_AT_A_GLANCE.pdf – Downloaded 229 times – 178 B

This document defines common legal terms in the areas of financial tools, health care tools and guardianship.

Download “Letter of Last Instructions” LETTER_OF_LAST_INSTRUCTIONS.doc – Downloaded 273 times – 38 KB

Download this document for use as a guided way to help a personal representative locate important papers, and assist them in determining assets and debts.

Download “My Long Term Care Planning Choices” Planning_Answers.pdf – Downloaded 249 times – 243 KB

A guided document to assist with various long term care planning choices.

Download “Fact Guide for National Trust Training” SSA-Trust-Training-Fact-Guide.pdf – Downloaded 238 times – 182 KB

 This document discusses different aspects involved in a Trust.

Download “Social Security Administration Guide for Representative Payees” Rep_Payee_Guide-SS.pdf – Downloaded 226 times – 408 KB

A representative payee is paid a person’s Social Security or Supplemental Security Income benefits to use on his or her behalf.  This booklet provides basic information on how to be a representative payee.