Comprehensive Retirement Planning Series  07 – My Life Plan Introduction – My Life Plan

Create a Life Plan

My Life Plan BluePrint

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This is your Decisions Blueprint — the choices you’ve made, the goals you’ve set, and the actions you’re going to take to accomplish your LifePlan! The decisions you make throughout the various lessons are all compiled here, creating a Blueprint for your LifePlan. This section provides a single location to review, update and print your Blueprint. You can also access all the professional resources provided in each pillar.
Note: Changes made to your Blueprint here will also update the worksheets you submitted in the other sections of this program.
Review each of your Decision Worksheets, see if anything needs to be changed, then make any revisions.

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Comprehensive Retirement Planning Series  07 – My Life Plan Introduction – My Life Plan

What it Means to Be Me – My Life Plan

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Pause to Plan

Health Decisions

Spouse 1

Health Blueprint (Spouse 1)

Healthy Lifestyle

Eat Right

Name
Name
First
Last
My current eating habits would be described as: (Select one)
My goals to improve my eating habits include: (select all that apply)
I would like to meet with a nutritionist:

Exercise

My current physical activity level would be described as: (Select one)
My goals to improve my activity level include: (Select all that apply)

Socialize

The frequency of my meaningful social interactions would be described as: (Select one)
My goals to increase my meaningful social interactions include: (Select all that apply)

Gather the Right Medical Team

Understanding Geriatrics

I am willing to consider changing my primary care doctor to a geriatric care specialist: (select one)
My goals for working with a geriatric care specialist include: (select all that apply)

Geriatric Care Options (Inside the Insurance System)

My plan to gather the right geriatric care team: (Select all that apply)
Geriatric options I'm considering:

How to Find a Geriatric Care Provider (Inside the Insurance System)

My current insurance coverage allows coverage for geriatric care specialists: (select one)
My plan to find a geriatric care provider inside the insurance system: (select all that apply)
I prefer to work with a geriatric care provider (or clinic) that offers the following services: (select all that apply)

How to Choose a Health Insurance Provider

I plan to explore the following health insurance coverage options: (select all the apply)
I plan to choose a health plan that features: (select all the apply)
I plan to find a health insurance plan that includes the following benefits: (select all that apply)

Private Pay Options (Outside the Insurance System)

I plan to include the following private pay options in my health team: (Select all that apply)

Spouse 2

Health Blueprint (Spouse 2)

Healthy Lifestyle

Eat Right

Name
Name
First
Last
My current eating habits would be described as: (Select one)
My goals to improve my eating habits include: (select all that apply)
I would like to meet with a nutritionist:

Exercise

My current physical activity level would be described as: (Select one)
My goals to improve my activity level include: (Select all that apply)

Socialize

The frequency of my meaningful social interactions would be described as: (Select one)
My goals to increase my meaningful social interactions include: (Select all that apply)

Gather the Right Medical Team

Understanding Geriatrics

I am willing to consider changing my primary care doctor to a geriatric care specialist: (select one)
My goals for working with a geriatric care specialist include: (select all that apply)

Geriatric Care Options (Inside the Insurance System)

My plan to gather the right geriatric care team: (Select all that apply)
Geriatric options I'm considering:

How to Find a Geriatric Care Provider (Inside the Insurance System)

My current insurance coverage allows coverage for geriatric care specialists: (select one)
My plan to find a geriatric care provider inside the insurance system: (select all that apply)
I prefer to work with a geriatric care provider (or clinic) that offers the following services: (select all that apply)

How to Choose a Health Insurance Provider

I plan to explore the following health insurance coverage options: (select all the apply)
I plan to choose a health plan that features: (select all the apply)
I plan to find a health insurance plan that includes the following benefits: (select all that apply)

Private Pay Options (Outside the Insurance System)

I plan to include the following private pay options in my health team: (Select all that apply)

House Decisions

Housing Blueprint

Requirements for Aging in a Private Residence:

Age Friendly Home

My interest in Private Residence options: (select one)
Universal Design review for the home of my choosing: (if applicable)

Age Friendly Neighborhood

My home meets the following requirements for an age friendly neighborhood: (select as many as apply)

Financial Resources

I have a financial plan to fund my retirement years: (select one)
I will create a Financial Dashboard, which will help me estimate my financial readiness to bring the care to me if it is needed: (select one)

Family/Social Support

Are you interested in aging in place in a private residence?
If yes, I can meet the following requirements:

Private Residence Options

The private residence housing options I’m considering are:

Retirement Community Options

My interest in retirement community options:
I plan to look into the following Retirement community options:

Life Plan Community Contract Options

I am interested in a Life Plan Community/Continuing Care Retirement Community (CCRC) to serve as my forever home: (select one)
I am interested in exploring the following contract option at a CCRC: (select one)

Financial Decisions

Finance Blueprint

Selecting a Financial Planner

My financial planner decisions: (select one)
Any financial planner I work with will have the following: (select as many as apply)

Long-Term Care Costs Overview

My risk of losing assets to unplanned long-term care costs: (select one)

Paying for Long-Term Care

Private Pay

My private pay decisions: (select as many as apply)

Hiring Caregivers Directly

My caregiver hiring decisions: (select as many as apply)

Reverse Mortgage

My reverse mortgage decisions: (select one)

Long-Term Care Insurance

My long-term care insurance decision: (select as many as apply)

Public Assistance (Medicaid)

My plan to access public assistance (Medicaid) to pay for long-term care: (select as many as apply)

Public Assistance (VA)

My plan to access public assistance (VA Benefits) to pay for long-term care: (select as many as apply)

Tax Considerations

Long-Term Care Decisions: (come back to answer this section after reviewing a thorough Financial Dashboard with your financial planner)

Minimize Financial Burdens

Introduction

My plan to minimize burdens on my fiduciaries: (select as many as apply)

Assemble Your Resource Team

I plan to minimize burdens on others by doing the following: (Select all that apply)

Legal Decisions

Legal Blueprint

Protect Assets

Wills vs Trusts

I am interested in utilizing a Trust to protect my assets from the following threats: (select all that apply):
I would like to meet with an Elder Law Attorney to learn which trusts are best for me: (select one)

Introduction to Safe Harbor Trusts

I plan to consult with my Attorney about the creation of: (select all that apply)
I would like to meet with an Elder Law Attorney to learn the best way to protect assets from long-term care costs: (select one)

Protection from Uncovered Long-Term Care Costs

I plan to take the following actions to protect assets from long-term care costs: (select as many as apply)
I would like to meet with an Elder Law Attorney to learn the best way to protect assets from long-term care costs: (select one)

Protections for Surviving Spouses and Heirs

I am concerned about protecting the assets of my surviving spouse and/or heirs: (select one)
I plan to establish a Safe Harbor Trust to keep assets I’ve left to my surviving spouse out of reach of predators.
I would like to meet with an Elder Law Attorney to learn the best way to protect the assets of my surviving spouse and/or heirs: (select one)

Protections from Estate Tax

The size of my estate is large enough that estate taxes will be a concern: (select one)
I plan to establish a Safe Harbor Trust that keeps the taxable estate below the threshold of estate taxes.
I would like to meet with an Elder Law Attorney to learn the best way to protect my estate from estate taxes: (select one)

Protections for Inheritances

I am concerned about the following inheritance scenarios: (select as many as apply)
I plan to establish a Safe Harbor Trust to create protections for the assets I intend to leave my heirs: (select one)

Align Beneficiaries

I plan to consult with my Attorney to align the following beneficiary designations: (select all that apply)

Minimize Burdens

Estate Planning

I plan to minimize burdens on others by acquiring the following: (Select all that apply)
I would like to meet with an elder law/estate planning attorney to help me create my estate planning documents:

Fiduciaries

When selecting fiduciaries: (Select all that apply)

Manuals of Instruction

Family Decisions

Family Blueprint

Prepare for the Family Meeting - LIfePlanning Review

After a review of the LifePlanning process: (Select one)

Plan the Family Meeting

I have made the following decisions regarding my Family Meeting:

Conduct the Family Meeting

During my Family Meeting, I did the following: (Select all that apply)

Update Your Documents

I have taken the following a my family three months after the family meet.
My named agents and I are comfortable with what was shared in the Family Meetings about roles and expectations.
I have updated my LifePlan to reflect any changes I made as a result of the Family Meeting.
I have given the appropriate agents and professionals copies of the legal and financial documents that pertain to them.
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Comprehensive Retirement Planning Series  07 – My Life Plan Introduction – My Life Plan
Comprehensive Retirement Planning Series  07 – My Life Plan Introduction – My Life Plan

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