Senior Planning

Senior Planning

Checklists & Form Letters

• A Checklist of Things To Do After a Person Dies
• Vanguard’s Surviving Spouse Checklist
• Form Letter: Notifying the Credit Bureaus of a Death

Cemetery / Funerals / Memorial Planning

• Memorial Society of America – 800-765-0107  

Groups & organizations:

• American Association of Retired Persons – AARP
  Steve Melman, Consumer Rep.
• group health insurance – 800-523-5800
• auto insurance – 800-541-3717
• home owner’s insurance – 800-423-4114
• pharmacy – 800-456-2277
• Senior Consumer Alert – a free newsletter on sweepstakes.
  To order, send a postcard requesting stock no. D15554 to:
  AARP Fulfillment EE0752
  P.O. Box 22796, Long Beach, CA 90801-5796
  For free monthly “e-news” (on-line newsletter)

  Websites:

• www.careguide.com to find senior resources (day care, senior centers, nursing homes)
• www.score.org – Service Corps of Retired Executives / Info Line (S.C.O.R.E
• www.caremanager.org (Natl. Assoc. of Prof. Geriatric Care Managers)
• www.nahc.org (Nat’l Assoc for Home Care)
• www.aahsa.org (American Assoc of Homes and Services for the Aging)
• www.medicare.gov (Medicare Nursing Home Comparisons)
• www.aoa.dhhs.gov (Administration on Aging, Long Term Care Ombudsman)
• www.prepsmart.com (long term care insurance buyers advocate)

  Counseling services:

• Health Insurance Counseling Assistance and Referral for the Elderly – 800-669- 8387 (H.I.C.A.R.E.)
  Answers questions about Medicare, Medicaid, Medigap, long term care & private insurance programs
• Eldercare Locator Information and Referral Line – 800-677-1116

  Legal help:

• National Academy of Elder Law Attorneys – 520-881-4005