Finances and legal (p1):
Research, explorations, discussions, and products and resources relating to Finances and legal: from Tech-enhanced Life.
Financing old age. Including insurance.
For Older Adults, their Families, and Caregivers
— and for Companies Creating Innovations Related to Aging.
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End of Life Planning
End of Life Planning was the exploration of the month at several Longevity Explorer circles. Here is what we learned about end of life planning, including things like advance directives, healthcare powers of attorney, POLST forms, MOLST forms, and living wills. If you are thinking some end of life planning might be timely, either for you or for a family member, read this.
Scams & Older Adults: What to Do?
This series focuses on helping readers of all generations learn the fundamentals of scams, what scammers are after, how they use mail, email, mobile phones, tablets, and personal computers to steal your identity, your money, and even the Internet bandwidth you pay for every month to access the internet.
The information in this series on scams is intended to help you reduce vulnerability to scams for both you and loved-ones like parents, grandparents, etc. The key message is that to be forewarned is to be forearmed.
How to Avoid Scams and Defend Against Them
Here are some very specific actions you can take to avoid the sort of scams that impact older adults. This article also includes some easy-to-follow "spam avoidance rules".
How Scams Work (with Examples)
Learn how scams work, with examples. Because, the best protection against exploitation by scammers comes from having a general understanding of how people try to con the elderly into sending/wiring them money or worse, giving them the electronic keys to their financial kingdom.
If you understand your vulnerabilities, you will be alert to situations that put you or an aging parent at risk.
A Professional Fiduciary: What is it? Do you need one?
Wondering what a Professional Fiduciary is, when you might need one, and how you would find a good one? We asked professional fiduciary Kim Schwarcz to explain.
Private Patient Advocates
As our healthcare system becomes more complex and hard to navigate, a new profession has emerged: patient advocacy. Patient advocates are people who work to help patients navigate the healthcare system, and can in principle help save money, and help make sure one gets the best possible treatment when ill. In this article, we asked one of this new breed, Patricia Knight, to help our readers understand better: what is a patient advocate, what do they do, and do you need one?
The Conversation: End of Life Wishes, Providence
In Part 1 of our "End of Life" discussion, Beth Levow, a volunteer with the “The Conversation Project”, explains the resources this Boston-based non-profit program offers to enable conversations about one’s wishes for end-of-life care with family members, friends, physicians, and others. .........Read more
Decisions for Later in Life @SFV
The group discusses the types of decisions and documentation that tend to assure that one's desires concerning person and property are known and followed late in life. .........Read more
The MOLST form: End of Life Wishes, Providence
Ensuring that one's wishes will be followed means care in selecting an "agent" having a durable power of attorney for health care. Another important step in Rhode Island is completing a "MOLST." In Part three of our discussion on end of life wishes at the Providence circle, Dr. Pat Gifford, a... .........Read more
Terminology: End of Life Wishes, Providence
In Part 2 of this discussion related to planning for the end of one's life, Pat Mattingly clarifies some of the terms used, such as “health care advanced directives,” “designated agent,” “durable power of attorney for health care.”
Remaining Independent - Bayley July 2019
‘Remaining Independent’ Morphs Into ‘End-of-Life’ Plans & Wishes
Preventing falling is quickly acknowledged as important for older adults. Then our discussion morphs into a focus on end-of-life planning and issues. .........Read more
Plan a Good Death: Explorers Discuss End of Life Choices
Explorers discuss making their wishes known when they reach the end of life. .........Read more
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Got It Together Now
Got It Together Now is a program intended to get one's Emergency Information File created within a relatively short period of time.
The US Advance Care Plan Registry
The US Living Will Registry/Advance Care Plan Registry is a service accessed by a mobile app or online which is designed to store or to otherwise locate advance health directives for use by the user or by health care providers anywhere.
Five Wishes
Five wishes is an online service that enables you to create an advance directive.
PREPARE for your care
PREPARETM for your care is a didactic in the form of a series of documents and film clips which are intended to instruct the viewer how to make medical decisions and document them so they can be realized at a later time.
Stanford Letter Project: Advance Directive
The Stanford Letter Project - Advance Directive - is an online form in a letter template that is intended to allow persons to document what matters most to them and what treatments they want in the future.
The Conversation Project
The Conversation Project is a website intended to evoke discussion among family or friends to facilitate talking about values and wishes that often go unsaid.
Vial of Life
The vial contains important medical information that can assist emergency personnel in administering the proper medical treatment.
Seniors' Guide to Aging at Home Safely and with Dignity
This helpful guide covers fall prevention, home safety, fraud prevention, costs to consider, and what family members need to know.
SevenPonds: Death and Dying
SevenPonds is a website and blog addressing the contemporary way Boomers are changing death and dying.
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