Planning & documents

Paperwork & Planning Basics

Simple overviews of common documents and planning steps (with links to official sources).

Articles in this category

These are “starter pages” you can expand later.

Core documents overview What these documents generally do (and where to get forms).
Release-of-information forms How to avoid being shut out of medical conversations.
Benefits basics for older adults Where to start with Medicare/Medicaid/SSA and assistance.
Can family caregivers get paid? Medicaid self-directed services, VA caregiver programs, and long‑term care insurance (overview).
Record-keeping that prevents headaches A simple filing approach you can maintain.
VA caregiver support (overview) Where to start if you care for a Veteran.

If you need official programs, start here.