Planning Checklist

If you are working together with an adult child to make these decisions, each of you will need to answer the questions below. Combine your answers to determine the ideal situation.
Fast-Track Checklist

What type of facility do you want to be in?
What type of care is necessary based on medical facts?
What amenities are important to you?
What geographical location do you want to stay in?
What is your monthly budget?
How long will your resources last?
What are your current mobility needs, and how will that affect the choice of where to live next?
Should you sell your house or keep it?
What are the pros and cons of aging in place at home?

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