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    Planning & Advice Expert Resources

    Expert Resources

    Caregiving 101

    Educational guides providing an
    overview on senior care

    Planning

    Checklists to help ensure your
    loved one is taken care of

    Organizing

    Trackers to organize your
    most critical information

    Financing

    Financial tools to help
    maximize your budget

    Caring

    Worksheets to care for yourself
    while you support others

    Joan's Tips

    Joan Lunden's tips for visiting aging
    parents this holiday season

    Meet Our Experts

    Ask An Expert: AlzheimersAsk an Expert: Alzheimers

    Ask an Expert: Alzheimers

    Dr. Ashford is a Psychiatrist and Neuroscientist with significant expertise in Alzheimer's disease. Dr. Ashford is a Senior Research Scientist at the Stanford Aging Clinical Research Center, developing better tools for detecting and measuring Alzheimer’s disease.
    Read More
    Ask an Expert: PsychologyAsk an Expert: Geriatric Psychology

    Ask an Expert: Geriatric Psychology

    A Geriatric Psychologist, Dr. Henston works with seniors and their families as they transition into higher levels of care. As a professor at the University of Denver, she teaches doctoral students the fundamentals of geriatric psychology.
    Read More
    Ask an Expert: MedicalAsk an Expert: Geriatric Medical

    Ask an Expert: Geriatric Medical

    Dr. Kernisan is a Geriatrician with a private practice in the Bay Area, as well as a Clinical Instructor in the UCSF Division of Geriatrics. Her practice is dedicated exclusively to seniors and their optimal health and well-being.
    Read More
    Ask An Expert: LegalAsk an Expert: Elder Law

    Ask an Expert: Elder Law

    Furman, an estate planning eldercare attorney, got thrown into becoming a caregiver and the eldercare journey himself when his own parents began to need help.
    Read More
    Ask An Expert: FinanceAsk an Expert: Finance

    Ask an Expert: Finance

    Andy Smith is a Financial Advisor and Radio Talk Show Host of the Mutual Fund Store radio program airing in over 70 markets across the U.S. Andy works daily to help clients plan for retirement and respond to changing financial needs as they age.
    Read More

    Additional Resources

    Our panel of experts provides the information you need to have productive conversations with your loved ones about critical aging topics such as health and wellness, financial and legal planning, and cognitive ability. Read each interview by downloading the Having Tough Conversations Guide to share with your family.

    Joan's Tips

    Expert Panel

    Guides

    Checklists

    Tools

    5 WAYS TO ASSESS HOME SAFETY
    5 simple ways to assess the safety and well-being of aging parents

    FAMILY CONVERSATION GUIDE
    How to interview an aging loved one

    PART 1: DISCUSSING HEALTH WITH AGING LOVED ONES
    Dr. Leslie Kernisan, Geriatrician

    PART 2: ASSESSING WELL-BEING
    Dr. Melissa Henston, Geriatric Psychologist

    PART 3: FINANCIAL PLANNING
    Andy Smith, Financial Advisor

    PART 4: LEGAL PLANNING
    Stuart Furman, Esq., Elder Law Attorney

    PART 5: ASSESSING COGNITIVE ABILITY
    Dr. Wes Ashford, Psychiatrist and Neuroscientist

    COMPLETE GUIDE: ALL CONVERSATION TOPICS
    Inspire conversations with loved ones.

    DEMENTIA CARE GUIDE
    Learn about communication and coping strategies

    SENIOR HOUSING
    Understand different community types and costs

    FINANCING SENIOR CARE
    Know the best ways to pay for senior care

    VETERANS BENEFITS
    Take advantage of this government benefit

    CAREGIVER BILL OF RIGHTS
    Know your rights as a caregiver and reflect on your caregiving journey to create a personal serenity prayer

    INSPIRATIONAL BOOKMARKS
    Download these wallet-sized images and quotes for your fridge or for bookmarks to help you stay positive

    ASSISTED LIVING
    Print a copy when you tour an assisted living community

    MEMORY CARE
    Ask these questions when you tour a memory care community

    SENIOR SAFETY
    Evaluate the safety and well-being of a loved one

    SENIOR CARE CALCULATOR
    Compares costs of assisted living to hiring a home care agency

    REVERSE MORTGAGE CALCULATOR
    Find out how much a reverse mortgage can offer you

    MEDICATION LIST
    Record your loved one’s current medications, doses, and doctors

    EMERGENCY INFO SHEET
    Keep a record of the most critical information in one place to be as prepared as possible in an emergency

    LEGAL TRACKER
    Write down your Power of Attorney, where to find your Health Care Directive, and more

    FINANCIAL TRACKER
    Compile the most important accounts and contacts in one place

    CAREGIVER WELL-BEING CHART
    Record the highs and lows of your caregiving days and jot down a goal for tomorrow

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