A Lasting Legacy

James and Irene Norris spent their lives surviving.and secure. Rather than seeing your memories
The two owned and operated a small businesssold, you can hold on to the things you worked
together for over 60 years, surviving the stockso hard to attain.
market crash, the Great Depression, seventeenLong-term care planning doesn't mean the end of
U.S. Presidencies, and two World-Wars. All whileyour livelihood. It means taking a small amount of
raising two sons.time to decide what options you and your family
But there was one thing they didn't plan on:will have in the future. It means making sure you
long-term care.have something left to pass on to the next
Once they closed their small business and becamegeneration.
too frail to care for each other, they becameWhen is long-term care needed?
trapped in an unfortunate financial situation that isLong-term care is generally something to consider
becoming all too common today. After severalwhen someone can no longer perform basic
medical problems, they were forced to choosefunctions themselves. Generally, it means they
some sort of custodial care and they moved intoneed a medical professional to assist them with
a nursing home. Even though they had savings, itvarious tasks. This can be as simple as getting out
quickly disappeared when faced with the monthlyof a chair or as complex as cooking a meal or
nursing home costs. Medicare offered littlebathing. Both mental and physical ailments can
support, because it does not cover stays inbring about a need for long-term care including
nursing homes for extended periods of time.strokes and car accidents. Alzheimer's disease is
The bills continued to come and they soonjust one of the many mental conditions that
realized they no longer had adequate financialrequires extensive long-term care. According to
resources to survive. They reached athe Center for Disease Control, 14.2% of all
turning-point and, after working their whole lives,nursing home residents suffer from Alzheimer's
they were forced to make the most painfuldisease. This can be extremely costly and can
decision of their lives. In order to qualify fordestroy your financial security quicker than you
Medicaid, they would not be able to hold onto allthink.
of their resources. They had to sell everythingWhat long-term care options will I have?
they worked so hard to earn, in order to receiveMost people automatically think of nursing homes
Medicaid. Their prized possessions that had beenas the only long-term care options. While it is true
so carefully collected through the years werethat nursing homes account for a large
gone in an instant, sold to pay the medical billspercentage of long-term care, it's certainly not the
that had piled up.only option available and depending on your ability
Part of the reason they had to sell was becauseto perform tasks you may have a wide-range of
of Medicaid requirements, but much of their sellingoptions to choose from if you plan ahead.
was due to a lack of planning. The Norris familyInsurance that helps cover costs of nursing
had never consulted a financial planner or worriedhomes, assisted living facilities and even in-home
about saving for retirement. Had they even spenthealth care are all options that can be considered.
a small amount of time earlier in life with aWhat's the next step?
financial planner, they would have probably learnedWhen deciding what type of long-term care
a few techniques which would have allowed themplanning you should do, it's always best to consult
to hold on to more assets and still legally qualifywith your closest family members. Once you
for Medicaid.have decided to pursue long-term care planning,
Once on Medicaid, they were limited in theirthere are various options available to you through
options. They were forced to choose only thethe help of a trusted financial advisor.
care that Medicaid would cover, rather than whatWith just a small amount of financial planning, you
would truly make them comfortable in their finalsmay be able to spend your final years in comfort
years. Finally, when they passed away, the familyand stability, without all the added financial stress
was left with thousands of dollars worth of debtand anxiety. Your family members will be able to
from medical expenses and funeral arrangements.spend time around you sharing their love and
This lack of preparation is common. It happenssupport, instead of dealing with debt and
every day to hundreds of middle andforeclosure. You will be filled with pride knowing
upper-income families across the United States,that all you worked for is still intact. Just a small
and it can easily be prevented with some basicamount of long-term care planning could ensure
planning. Rather than watch your life's work slipthat the dreams you achieved in life don't
away because of costly medical expenses, withdisappear overnight.
just a little planning, you'll you be able to leave aAnd you may find that you are able to leave this
legacy behind that will make your family proudworld a little bit better than you found it.