Issue link: https://nebusinessmedia.uberflip.com/i/1547347
wbjournal.com | November 2, 2026 | Worcester Business Journal 35 Research senior living options (55+, assisted living, memory care, skilled nursing) ESTATE PLANNING Create a will Designate durable power of attorney Consider a living trust Develop special needs or supplemental trust if applicable Consider charitable gifts END-OF-LIFE ARRANGEMENTS Update life insurance policy Sort & designate estate items for beneficiaries Consider Comfort Care/Do Not Resuscitate (CC/DNR) order Consider organ donation Pre-plan funeral or memorial Purchase burial plot Share contingency plan for dependents Arrange contingency home for pet(s) COMMUNICATION WITH FAMILY AND TRUSTEES Consider writing a memoir Share information with loved ones early • Keep documents in one place - Contacts list (including friends & extended family members) - Accounts with security codes - Advance directives (including wishes concerning pain management) - Estate planning documents - Important papers ~ Social Security card ~ Birth, marriage, divorce, citizenship, adoption certificates ~ Deeds and titles ~ Insurance policies ~ Stock certificates ~ Military records ~ Safe deposit box location & key ~ Records of debts ~ State & federal tax documents - Final wishes Update regularly! Our Adult Palliative Care Program serves patients living with serious illness with a focus on relieving pain or other distressing symptoms, assisting with advanced care planning, clarifying goals of care, and improving quality of life. Our team provides palliative care services in personal homes, other nursing facilities, assisted living facilities, or wherever patients call home throughout Central Massachusetts. 555-559 Plantation Street Worcester, MA 01605 (508) 852-5505 Notre Dame Palliative Care notredamehealthcare.org Contact us to learn more about the mission-driven, not-for-profit difference at Notre Dame Health Care. Palliative Care — for improved quality of life. 800-939-9103 cornerstonebank.com Member FDIC | Member DIF Scan the QR code to connect with us. More Than Half of Businesses in the U.S. Reported Fraud in the Past Two Years We Can Help with Positive Pay Positive Pay is the leading fraud-prevention solution designed to help protect your business against altered, forged, or counterfeit checks and ACH debits clearing your account—with the convenience of reviewing and acting on decision items right from online banking or the mobile app. In 2025, we protected our business customers from over $250,000 in fraudulent transactions, and we're just getting started.