Planning for Dementia Care

Your Path to Success

Planning for memory care is one of the most important, and often delayed, decisions families face. By taking a proactive approach, you can reduce stress, honor your loved one’s wishes and ensure a smoother transition when care is needed. These are the key steps to take now so you are prepared before the situation becomes urgent.

Check our blog for some helpful tips!


Start with the Essentials

Medical Documentation

  • Obtain a formal, clinical diagnosis from a qualified provider

  • Keep records of cognitive assessments and care needs

  • Maintain an updated medication and health history list

Financial Readiness

  • Understand Private Pay vs. Medicaid eligibility

  • Organize key financial documents (banking, income, assets)

  • Plan early for spend-down or long-term care strategies

Legal & Decision-Making

  • Establish a Power of Attorney (POA) for healthcare and finances.

  • Confirm advance directives and care preferences.

  • Ensure documents are accessible to key family members.


Some Helpful Resources

A government insurance program for persons of all ages whose income and resources are insufficient to pay for healthcare.

Responsible for providing health insurance benefits for the state’s SoonerCare members.

Offers programs and services for seniors as they age.

Represents the long-term care community in the United States. They assist providers, the government, and the public.

A not-for-profit organization of health professionals dedicated to improving the health, independence, and quality of life for all older people.

The leading voluntary health organization dedicated to providing programs and services to individuals with Alzheimer’s disease, their families and caregivers, and healthcare professionals.

Funds scientific research worldwide to defeat Alzheimer’s disease, macular degeneration, and glaucoma and provides expert information on these heartbreaking diseases.

The primary federal agency on Alzheimer’s research.