Estate Planning and Probate

Long-Term Care Planning in Brentwood

A useful long-term care plan connects the care a person would want with the people authorized to make decisions and the financial information needed to evaluate options. For Brentwood residents, planning can begin by organizing those pieces before a change in care needs makes coordination more difficult.

Start with the care decision

Consider the settings and support a person would prefer, what matters most to them in choosing care, and who should be involved in those discussions. Preferences may change, so record the questions that still need answers rather than treating an early conversation as a final care decision.

Compare the preferred approach with the practical information currently available: existing insurance or benefit documents, income and asset records, and any information about potential care costs. This comparison can identify gaps to investigate; it does not establish that a particular program or resource will pay for care.

    Separate healthcare authority from financial authority

    A Tennessee Advance Directive for Health Care addresses an agent or alternate and healthcare preferences. A financial power of attorney authorizes someone to act on another person’s behalf, but its scope, duration, and limits matter. Neither role should be assumed to cover every decision.

    Other arrangements have different sources of authority. A trustee acts in a trustee role, while a court-appointed guardian or conservator and a government-appointed benefit fiduciary have distinct roles. Identify the actual documents and appointments in place, who holds them, and what decisions each person is authorized to make.

      Build a coordination worksheet

      A simple worksheet can make the first planning conversation more concrete. Gather what is available without delaying to make the records perfect, and note when information is missing or needs confirmation.

      • Care preferences: preferred setting, important routines or priorities, and questions for care providers.
      • Decision authority: copies or locations of healthcare directives and financial powers of attorney; names of agents and alternates; any trust or court appointment documents.
      • Resources: current insurance and benefit information, relevant financial records, and questions about costs or possible assistance.
      • Coordination: who should receive updates, where key documents are kept, and which decisions or contacts remain to be addressed.

      Evaluate TennCare as a question, not a promise

      TennCare CHOICES is a Tennessee long-term-services-and-supports program. Both medical and financial requirements apply, so it should be treated as a possible program to investigate—not as an assumed source of funding or a conclusion about eligibility. An attorney can help connect long-term care planning with Medicaid planning and identify questions to confirm through appropriate program channels.

      Dale Law Group, PLLC offers long-term care planning and related estate-planning services, including Medicaid planning and powers of attorney. The firm’s office is in Murfreesboro and it serves Tennessee; this page does not imply an office in Brentwood.

        Questions to take into planning

        Bring the worksheet and ask: Do the current healthcare and financial documents match the person’s preferences? Are the named decision-makers able to coordinate? What insurance, benefit, or financial information still needs to be checked? If CHOICES may be relevant, what should be confirmed about its medical and financial requirements? The answers can help shape a practical next-step plan without treating care preferences, legal authority, and funding as interchangeable.

          Questions to bring to the discussion

          Does a healthcare directive give someone authority over finances?

          A Tennessee Advance Directive for Health Care concerns healthcare preferences and an agent or alternate. Financial authority is a separate question; a power of attorney’s scope and limits depend on that document.

          Does long-term care planning guarantee TennCare CHOICES will pay for care?

          No. CHOICES has medical and financial requirements. Planning can help identify questions to investigate, but it cannot establish eligibility or promise funding.

          Discuss your next step with Dale Law Group

          Begin with a brief, non-confidential overview. The firm will discuss your needs and appointment arrangements.

          General information, not advice for a particular situation. Sending an inquiry does not create an attorney-client relationship.