Succession. Planning. And Care for Your Loved One’s Financial Legacy. How to protect assets with peace of mind.

Planning ahead for succession and financial peace of mind when you’re caring for a loved one with Alzheimer’s isn’t just smart—it can take a huge emotional and practical weight off your shoulders down the road. Here are some trusted, reputable national resources to help you navigate this complex but important work.

Get Organized With Financial & Legal Basics

Start by gathering or creating essential documents like powers of attorney, advance directives, wills, trusts, and a clear picture of income, assets, debts, and care-related expenses. The Alzheimer’s Association offers an easy-to-follow guide to financial planning, including worksheets and checklists that walk you through costs, coverage options (like Medicare and Medicaid), and how to work with professionals familiar with elder care planning.

Find Reliable Support & Tools

• Alzheimer’s Association Community Resource Finder helps you locate estate planners, elder law attorneys, and financial advisors with experience in long-term care planning.
• Certified Financial Planner Board of Standards offers directories to help you find credentialed planners who understand retirement and caregiving finances.
• Area Agencies on Aging (through Eldercare Locator) connect you with local services, benefits assistance, and free or low-cost counseling.

Legal Planning & Elder Law Expertise


To protect your loved one’s rights and assets, look for an elder law attorney or attorneys involved with the American Bar Association’s Center for Excellence in Elder Law and Dementia. Their resources help you understand guardianship, powers of attorney, and other legal essentials in dementia care.

National Caregiver & Advocacy Support


Organizations like the Family Caregiver Alliance and AARP Caregiving Resources offer educational materials, tools, and referrals for financial and succession planning specific to older adults.

Approaching financial and succession planning with good information and experienced professionals not only protects your loved one’s legacy—it also gives you clarity and confidence to focus on what matters most.