Educational Modules

Financial, Legal, and Health Care Decisions

Overview

There are a wide variety of guides and tools available for planning ahead regarding legal, financial or health care issues, including end of life planning. Some tools, such as advance directives for medical decision making, are intended to be put in place before someone has lost the ability to make decisions. Here are a few tips along with links to resources and tools that can help you make sense of sometimes complicated issues.


Items to Consider

  1. Encourage your loved one to discuss their wishes for dealing with financial assets before they loose their ability to make decisions.
  2. Become aware of the range of alternatives for making financial, legal and health care decisions on behalf of your loved one.
  3. Encourage your loved one to complete advance directives—complete yours as well.
  4. Talk with your family and physicians about your loved one’s health care wishes.
  5. Store advance directives in an easy to access location—tell family where they are located.

Online Guides and Tools

Consumers Toolkit for Health Care Advance Planning, developed by the American Bar Association Commission on Law and Aging provides a comprehensive set of tools to help you make appropriate decisions and communicate with others regarding an individual’s health care preferences
http://www.abanet.org/aging/toolkit/

 

Health and Financial Decisions: Legal Tools for Preserving Your Autonomy, developed by the American Bar Association Commission on Law and Aging, is a basic guide to understanding alternative tools for making financial and health care decisions when an individual is incapacitated.
http://www.abanet.org/aging/HealthFinancial2004.pdf

 

Substitute Decisions by and for Older Adults and Their Families, Virginia Cooperative Extenstion, 1999.
http://www.ext.vt.edu/pubs/gerontology/350-253/350-253.pdf

 

The Illinois Guardianship and Advocacy Commission, Illinois Office of State Guardian also provides a copies of Illinois advance directions, the “Do Not Resuscitate” Form, and information regarding legal guardianship
http://gac.state.il.us/pdfs/DNRForm.pdf

 

Five Wishes, developed by Aging With Dignity, is an easy to understand tool for documenting an individual’s wishes regarding medical decisions which can also be used to have frank discussions with others regarding medical, personal, emotional and spiritual needs. Using Five Wishes forms meets the legal requirements of Illinois for the living will and durable power of attorney for health care
http://www.agingwithdignity.org/5wishes.pdf

 

Illinois—Advance Directive: Planning for Important Health Care Decisions. Available online from Caring Connections, a program of the National Hospice and Palliative Care Organization. A guide to the issues related to medical decisions and how to prepare and use advance directives in Illinois.
http://www.caringinfo.org/files/public/Illinois.pdf

 

The Illinois Department of Public Health provides a copy of the “Do Not Rescucitate” form: http://www.idph.state.il.us/public/books/dnrform04b.pdf, as well as guidance for individuals who wish to use the form to inform their physician http://www.idph.state.il.us/public/books/guide_individual.htm.


Other Resources

Visit the Financial, Legal, and Health Care Decisions section on the Resources page for additional information.

Contact the geriatric care specialist with your questions and comments regarding the Financial, Legal, and Health Care Decisions Module by emailing CAREgivinghelp@cje.net or by calling 773.381.6008.

It is important to remember the geriatric care specialist may not be able to respond immediately to your message. It may take two to three days before receiving a response.

Many questions submitted to the geriatric care specialist via email or voicemail message will be posted and responded to through the CAREgivinghelp message board. If you do not want your question and its response posted on the message board, please make your wish clear in your email or voicemail message to the geriatric care specialist.

 

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