Smart Planning: Financial and Legal Essentials for Senior Living

Planning for senior living involves more than choosing the right community. Financial and legal preparation play a critical role in protecting independence, assets, and peace of mind. Many families feel unsure where to start or worry they have waited too long to ask the right questions. This session features a guest expert—either an elder law attorney or financial planning professional—who will provide a clear, high-level overview of key financial and legal considerations related to senior living. Topics will include VA benefits, long-term care insurance, Medicaid basics, and common misconceptions families encounter when planning for care. Attendees will leave with a practical checklist of essential legal documents every senior should have in place, along with a clearer understanding of how early planning can reduce stress and create better options later. This session is educational in nature and designed to help individuals and families feel informed and prepared. Hosted by Guide for Seniors.