Resources for Families

GUIDES AND TRUSTED NAMES FOR FAMILIES PLANNING AHEAD

Many families start looking for this information in the middle of a hard week. The questions are practical. What does she want at the end? What should we ask about long-term care insurance? Who here can help us make sense of it?

We put what we have in one place: two guides, our planning checklist, and three organizations in Middle Tennessee we trust. Take what helps. Leave the rest for later.

Guides and Checklists

Free to read, print, and share.

These guides and the checklist are general information to help start a conversation. They are not legal, financial, or medical advice. Please talk with a qualified attorney, financial advisor, or health care professional about your own situation.

A Planning Checklist for Later Life

A gentle starting place for estate, trust, wealth, and insurance questions, to work through alongside your advisors. Read it here on our site.

Final Wishes Planning Guide

A place to write down what she wants, and where everything is kept. PDF, 20 pages.

This guide asks for private details. Print it, fill it in on paper, and keep it at home.

Long-Term Care Insurance Questions

The questions worth asking before you sign, or before you file a claim. PDF, 3 pages.

Organizations We Trust

Three organizations in Middle Tennessee we know and trust. Each link goes to their own website.

CarePatrol

CarePatrol is a senior care advisory service. Sherri Coates and Sara Hoover help families of older adults find support and some peace of mind along the way.

Compass Health Resources

Compass Health Resources connects people and organizations with trusted healthcare providers, with care centered on the patient. Neely Cotten is the contact there.

Alzheimer's Tennessee

Alzheimer's Tennessee is a statewide resource with 6 regional offices providing individual caregiver consultations, support, education and resource referrals to families impacted by Alzheimer's Disease or a related dementia. Cheryl Blanchard, LMSW is the regional director in middle Tennessee. She is a Certified Dementia Care specialist and PAC Certified Dementia Trainer who can assist families with navigating the emotions and decisions of caring for someone with a diagnosis.

Resources

Not Sure Where to Start?

If you are not sure which of these fits your family, reach out. We are glad to talk it through.

When you are ready, we are here.