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Caring for a Loved One

Caring for a loved one will entail many different disciplines besides law.  The Law Offices of Robert M. Triplett recognized this fact and Bob Triplett was a co-founder of “Moving Seniors Forward”, Community Resource Network Group in 2008.  This premier group serves Ventura County and the west portion of Los Angeles County and offers an array of services, products and information for seniors and their families.  Please read more information about this group under the toolbar heading of “Resources” and call upon the members’ businesses as necessary.  They are always available to answer questions or direct you to other resources.

Another tremendous general information resource that Bob Triplett is affiliated with is the National Caregivers Library which can be accessed through the toolbar heading of “Resources”.

 Planning for the Loved One

  • Does this person have proper legal documents in place and are they current – durable powers of attorney (assets and advanced health care directive), HIPAA form, POLST form, will, trust, etc.?
  • How are assets of the loved one titled?
  • Is the loved one receiving or entitled to receive any public benefits?
  • Can assets be repositioned for the receipt of public benefits (Medi-Cal, etc.)?
  • Who is paying bills and who has access to financial accounts?
  • Can the person remain at home, should the home be sold, is a reverse mortgage appropriate, what are the housing options available as things progress?

 Planning for the Caregiver

When a spouse or other family member is caring for a loved one, there not only needs to be proper planning performed in relation to the person receiving care but there is an equal necessity to plan for the person giving the care.  What would happen if the caregiver’s own mental and physical health was deteriorating from the daily demands or if the caregiver became incapacitated, passed away, had to move away, or had to address other matters for an extended period of time?  The answer is often that the whole family unit would suffer and the status quo would be significantly interrupted.  Planning for various aspects of the caregiver is essential for there to be any sense of “peace of mind” during this difficult time.

We are available at any time to give counsel on these important aspects.  Please call us for an appointment.