Learning Cafe Recap: Getting the Most from Your Life Care Plan

Elder Care Coordinator Debra King recaps the Learning Cafe on Getting the Most from Your Life Care Plan.

If you’re a Takacs McGinnis client with a Life Care Plan, how do you make the most of your engagement with the firm? Staff members answered this question in detail at the January 17, 2019 Learning Café at the Takacs McGinnis Elder Care Law office. If you weren’t able to attend, here’s a brief recap.

Clients with a Life Care Plan receive a comprehensive action plan for the coordination of care and for the preservation of family assets as an older adult ages and needs more care. Clients and family caregivers enjoy guidance from the firm’s Certified Elder Law Attorneys, Elder Care Coordinators, and Medicare and Public Benefits Specialists. If public benefits will be used to pay for care, the firm will help the elder qualify. Also included is assistance and advocacy when a crisis occurs, personal care and business affairs advocacy, and help locating care providers, including residential facilities and specialists. Comprehensive estate planning and asset restructuring as appropriate for the client is also a part of a Life Care Plan.

Here are a few tips for getting the most from your Life Care Plan: 

  • Review everything in your client binder and let us know if you have any questions. Bring your binder with you to meetings with Takacs McGinnis staff.
  • Review your documents periodically. Make sure they reflect your wishes and let us know about any major life events, such as death, divorce, or other changes in your family situation. 
  • Stay in touch. Communication is key to making the most of your Life Care Plan. If you have questions or don’t understand something, contact us by phone or email, or stop by the office.   
  • Remember that your Elder Care Coordinator is your main point of contact for your Life Care Plan, and for community resources and referrals. She works closely with the attorneys and other team members to coordinate your case. 
  • Let your Elder Care Coordinator know about any health or care-related changes in your situation. You can also let her know if you need a conference or update. 
  • The firm's Public Benefits Specialists have the information you need to obtain benefits from Medicaid or Veteran Affairs. They can help with medical bills or nursing home bills, and help you figure out who should pay what. If they don’t know the answer, which is rare, they will know where to find it. 
  • Members of our office support staff will answer your calls and schedule your appointments. They can answer many of your questions or direct you to the right person on staff. They know where your paperwork is and can send copies of documents if needed. They are the backbone of the office and are there to support you.
  • Keep in mind that a Life Care Plan is an active plan. Knowing how your situation changes will help us make the appropriate changes to your plan.
  • Finally, keep us updated on your situation and call us when you need us. We're here to help. 

Quick Links to Learn More

What is a Life Care Plan? 

What is Elder Care Law? 


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