Planning ahead is something most of us would rather not think about, but it is a necessary step to help your loved ones. "Always be prepared" - good words to live by. As we live our lives, we encounter circumstances that cause changes to arrangements and plans we have made. Having up-to-date arrangements and plans in place is particularly necessary as we age.

The ERH development staff has assembled a booklet, Planning Ahead, that will assist you in making these arrangements. Forms on which you can record key information are included. The information is a well-organized first step toward being prepared.

We recommend that you complete this booklet, place it with your other important documents, and check it every now and then to keep it updated.

If you would like to receive a copy in the mail, please contact Lori Asmus.

If you would like to schedule a speaker for a Planning Ahead presentation for your group, please contact ERH's Speakers Bureau.

Quick Links to Planning Ahead:
Entire Booklet (.pdf)
Ohio's Living Will
Health Care Power of Attorney
Preparing your Funeral Service
Preparing and Updating your Will
Financial Planning and Powers of Attorney

Disclaimer:
This booklet is purely informational. Episcopal Retirement Homes is not engaged in offering legal or medical advise. We urge you to consult your own financial planner, attorney and physician for those issues specific to your situation.

The consequences of a charitable gift depend in significant part on each donor's particular circumstance. This general discussion of ways to give does not address every issue, nor does it take into consideration the type of assets you have, your individual tax situation or your estate and gift tax planning objectives. You are most strongly urged to consult your tax and estate planning advisors.