Financial and legal

What is the person's financial situation?

Is there a list of assets, their value, their locations?

What is the social security amount? Is it directly deposited? Where?

Are there other sources of income? Annuities, stocks, interest, IRA's, CD's, safe deposit box?

What are the debts? Mortgages, car payment?

Is there a need to apply for SSI, Supplementary Security Income?

Is medical coverage adequate?

Is there a prescription plan? Long term care insurance? Medicare? Medicaid?

Has anyone consulted an eldercare attorney?

Has the elderly person transferred any assets?

What is the "time frame" in your state for transferring assets before being qualified for Medicaid?

Is there a will, a living will, a power of attorney, a durable power of attorney that lasts beyond incapacitation? Where are they kept?

Is there an insurance policy? Where is it kept? * Is there a private pension? Is it mailed directly to a bank? Which one?