Participant Take-Home Worksheet Questions:
- What goals do I have for my future that will require having adequate funds?
- What is my current monthly income and what are my expenses?
- How might my income, expenses, and lifestyle change over time?
- What will my insurance pay toward future health care and/or personal care needs?
- Do I qualify for veteran and/or other benefits?
- Do my children/family members plan and have the means to contribute toward my care?
- What considerations might I need to make concerning investments I have?
- What is my plan for staying engaged with others for social, entertainment, and physical touch?
- Who will I designate to handle my affairs should I be unable to do so AND do I have the appropriate instruments in place to ensure they are equipped for such tasks?
- Who are the trusted advisor(s) I will call on to help me find the answers to these questions and/or verify that my answers are accurate?