Planning for Future Needs

• Living arrangements All revisions should be documented in writing and signed by both parties. If substantial changes are made, it may be appropriate to prepare a new agreement that supersedes all previous versions. Capacity and Legal Considerations If there are concerns about the care recipient's decision-making capacity due to dementia, memory loss, or another cognitive impairment, consult an elder law attorney before entering into or modifying a Personal Care Agreement. Legal guidance can help ensure the agreement is properly executed and protects the interests of both the caregiver and the care recipient. Important: A Personal Care Agreement is a legal document. Because laws governing caregiver contracts, Medicaid eligibility, estate planning, and compensation vary by state, Elderwerks recommends consulting a qualified elder law attorney or legal professional before finalizing an agreement.

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