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Get the free Your Long-Term Care Worksheet - aarp

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A resource to help individuals evaluate options for long-term care, document steps, and prepare for future health, financial, and living arrangements as they age.
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How to fill out your long-term care worksheet

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How to fill out Your Long-Term Care Worksheet

01
Gather your personal information including your name, address, and contact details.
02
List any current medical conditions or health issues you are experiencing.
03
Document your medications and any allergies you have.
04
Outline your daily routine and how you currently manage your care needs.
05
Identify your long-term care preferences and any specific services you may require.
06
Discuss your financial situation including insurance and savings for long-term care.
07
Review and update the worksheet regularly as your situation changes.

Who needs Your Long-Term Care Worksheet?

01
Individuals planning for their future healthcare needs.
02
Family members caring for elderly or disabled loved ones.
03
People with chronic health conditions or disabilities.
04
Anyone interested in understanding and organizing their long-term care options.
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Your Long-Term Care Worksheet is a document used to gather information about an individual's long-term care needs and expenses, intended to help in planning for future care.
Individuals who anticipate needing long-term care services or who wish to plan ahead for potential long-term care needs are typically required to file this worksheet.
To fill out the worksheet, individuals should carefully read each section, provide accurate information about their health status, financial resources, and specific long-term care needs, and consult relevant professionals if necessary.
The purpose of the worksheet is to facilitate long-term care planning by helping individuals assess their care needs, financial situation, and the resources available to address those needs.
Key information to report includes personal health history, expected duration of care, types of services needed, cost estimates for care, and available financial resources.
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