Elder Law Planning Workbook

Assess current Powers of Attorney — are they durable and up to date?

Review Medical Power of Attorney and Advance Directive for completeness

Evaluate long-term care options: in-home care, assisted living, or nursing home

Calculate monthly care costs in North Texas ($4,000–$9,000+ depending on level)

Determine Medicaid eligibility: countable resources must be below $2,000 for applicant

Identify exempt assets (homestead, one vehicle, personal effects, prepaid burial)

Review the 60-month Medicaid look-back period for asset transfers

Consider a Medicaid Asset Protection Trust (irrevocable, must be funded 5+ years before need)

Understand Community Spouse Resource Allowance if a spouse remains at home

Evaluate whether guardianship or a Supported Decision-Making Agreement is needed

Document all medications, doctors, insurance policies, and financial accounts

Create a family care coordination plan with emergency contacts and roles