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Life Care Planning

Legal and financial matters are something for all of us to consider at any age. Planning for the future becomes more important as we age, and even more so when we are diagnosed with a progressive cognitive disorder. While we may know it is necessary it can understandably feel overwhelming at times. Starting as early as possible avails the person with the dementia to participate in the planning process and share their wishes. Legal & Financial Planning may include estate planning, establishing advance directives, employment transitions, and health insurance. The following resources may be helpful starting points related to financial, legal, and/or insurance information. 

American Association of Retired Persons (AARP)

Organization devoted to empowering Americans age 50 and older with health and financial tools, volunteering opportunities, and travel and restaurant discounts.  

Phone: 1-888-687-2277 


American Institute of Certified Public Accountants

Volunteer based agency devoted to helping Americans understand their personal finances and develop money management skills, including retirement and planning for long-term care.  

Phone: 1-888-777-7077 


Boston ElderINFO

Advocacy, information and referral, caregiver resources for Boston elders. 

Phone: 617-292-6211 


Center for Medicare and Medicaid Services (CMS)

Federal agency that administers the Medicare program and works in partnership with state governments to administers Medicaid/MassHealth. 

Phone: 1-877-267-2323 (CMS) 800-633-4227 (Medicare) 

Website: (Mass Health) (Medicare) 

Financial Planning Association of Massachusetts

Member based agency dedicated to the financial planning process in establishing personal and financial goals and creating ways to reach them.  

Phone: 508-320-1685 


Massachusetts Legal Assistance Corporation

Legal information and resources for low-income Massachusetts residents  

Phone: 617-367-8544  


Massachusetts Attorney General - Elder Hotline

Volunteers that can you help find answer, resolve disputes with business, and assist with theft/scams, debt collection, abuse & exploitation, health insurance, and housing issues.  

Phone: 1-888-243-5337 


National Academy of Elder Law Attorneys (NAELA)

Offers a directory of elder law attorneys. Directory of listed attorneys are members of NAELA who are experienced and trained in working with the legal problems of older adults and individuals of all ages with disabilities.  

Phone: 703-942-5711 


National Eldercare Locator

A public service of the U.S. Administration on Aging connecting older adults and their families to services and local resources. 

Phone: 1-800-677-1116 


Phone: 703-942-5711 


New England Pension Assistance Project

Pension lawyers and counselors who can answer questions related to your pension or any private retirement plan free of charge. Recipient must reside in New England and pension and/or retirement plans must be from New England employers. Program is affiliated with McCormack Graduate School of Policy & Global Studies at UMass Boston. 

Phone: 1-888-425-6067 


Senior Resource Center, Inc

Offers comprehensive solutions for care coordination, financial protection, Medicaid/MassHealth Planning and legal service coordination. 

Phone: 1-888-869-6295 


SHINE (Serving the Health Insurance Needs of Everyone)

Free health insurance information, counseling, and assistance to all MA residents with Medicare 

Phone: MassOptions 1-800-243-4636 


Social Security Administration
  • The US Social Security Administration is the agency that administers Social Security, a social insurance program consisting of retirement, disability, and survivor benefits.  

Phone: 1-800-772-1213 


Super Lawyers

An online rating service of outstanding lawyers who have attained a high degree of peer recognition and professional achievement.  

Phone: none available