An orange background with white text that reads: "8 tips for making a life plan" and a white icon of a hand holding a money bag, house and apartment building An orange background with white text that reads: "8 tips for making a life plan" and a white icon of a hand holding a money bag, house and apartment building

8 Tips for Making a Life Plan

As we age, life can bring unexpected changes—whether related to health, finances, or living arrangements. It is important to plan and prepare for the aging journey. Creating a life plan allows older adults to take control of their future by outlining their personal, financial, and health care preferences.

8 tips for making a life plan infographic

A life plan is more than just a will or a list of medical wishes. It’s a comprehensive approach to ensuring your priorities, values, and needs are respected as you age. By planning ahead, you can relieve your family from making tough decisions on your behalf and feel confident that your wishes will be honored.

For almost 30 years, families have trusted Right at Home to guide them through the aging journey. Our downloadable guides provide valuable tips, resources, and information so you have a place to start. Or use our office locator to contact the office nearest you.



8 Tips for Making a Life Plan
Life is full of unpredictability. Having a plan for aging means you are empowered to choose—who cares for you, where, and how.

  • Get organized. Gather your important documents in one place.
  • Identify your needs. What might you need help with in the future?
  • Talk to a lawyer to decide what legal documents you need.
  • Plan for your money and property. Include safeguards should you not be able to manage yourself.
  • Make your health care preferences known. Make informed decisions about your future care.
  • Learn about long-term support services. What kind of ongoing help is available in your community?
  • Understand your funeral options. Have your life celebrated the way you want.
  • Tell people your plan. Make sure your loved ones understand your choices.

Right at Home caregivers provide assistance with personal care, transportation, housekeeping, companionship and more. Contact Right at Home* today and ask for a FREE in-home consultation.
*In-home care services may vary by location.

Right at Home house logo
Right at Home offers in-home care to seniors and adults with disabilities who want to live independently. Most Right at Home offices are independently owned and operated, and directly employ and supervise all caregiving staff.

Related Articles

A mother and adult daughter sitting together
How To Tell That Your Aging Parent Needs Help at Home
You want your aging mom or dad to be safe and live comfortably in their home, but you worry about them. How do you know when it is time to get them some assistance? Here’s what to look for.
Read more
A senior male sitting in a wheelchair with his adult daughter talking to a female Right at Home RN performing an assessment
Understanding Guardianship for Elderly Loved Ones
As our elderly loved ones age, there may come a time when a decision may need to be made about their future. Is a guardianship needed? What about a conservatorship? What does each of those entail? Here is information to help.
Read more
Text: "What is the value of a professional caregiver hero" on image of a faded rainbow background
What Is the Value of a Professional Caregiver?
National Caregivers Day is February 16, an opportunity to honor the value of professional caregivers across the country who are passionate about improving the quality of life for those they serve. Here are some facts you may not know about Right at Home’s dedicated caregivers.
Read more

Need help right now? Call us anytime at

(877) 697-7537