Planning for the Future with People Living with Dementia and Their Caregivers

Last Reviewed: March 4, 2019

What You’ll Learn

  1. Understand how to evaluate capacity in people living with dementia and describe tools and tactics to enhance decision-making capacity.
  2. Describe considerations and steps to take when engaging in future planning involving health care, personal care and living arrangements, legal arrangements, finances, work and retirement, and safety.
  3. Understand how to conduct complicated conversations about advance care planning and driving cessation with individuals living with dementia and their caregivers.

This course was created with generous support from the nonprofit Gary and Mary West Health Institute.

What You’ll Earn

CAPC members can earn the following free continuing education credits:

Case Management: 1.00 CE
Licensed Professional Counselors: 1.00 CE
Medicine: 1.25 CME, 1.25 ABIM MOC
Nursing: 1.00 CNE
Social Work: 1.00 CE (NASW)
Social Work: 1.00 CE (NYSED)

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Tools & Resources

Community Resource Finder

Last Updated: February 26, 2019

Search tool from Alzheimer's Association and AARP for help locating community-based services.


Aunt Bertha

Last Updated: February 26, 2019

Social services locator by zip code connecting people to meal delivery, housing, transit, health care, and more.


Eldercare Locator

Last Updated: February 26, 2019

Community resource locator by the U.S. Administration on Aging.


PREPARE for your care

Last Updated: February 26, 2019

Easy-to-read advance directives, including living wills.


Physician Orders for Life-Sustaining Treatment (POLST)

Last Updated: February 26, 2019

Medical orders limited to use among seriously ill adults that indicate specific preferences for life-sustaining treatment.


FAQs about Billing the Physician Fee Schedule for Advance Care Planning Services

Last Updated: February 26, 2019

CMS guidance on billing CPT codes 99497 and 99498.


A Decision Aid about Goals of Care for Patients with Dementia

Last Updated: February 26, 2019

A video-decision aid for goal setting with family/caregivers of people with advanced dementia.


Financial and Legal Planning for Caregivers

Last Updated: February 26, 2019

Resources from the Alzheimer's Association.


Genworth: Cost of Care

Last Updated: February 26, 2019

Calculator to estimate costs of long-term care facilities in your area.


Safe Older Drives Mobile App

Last Updated: February 26, 2019

Developed by AGS and the US Department of Transportation to help healthcare providers enhance driving safety.


Dementia Care Resources for Caregivers

Last Updated: March 21, 2019

Print or email this handout of caregiver resources for education and support.


Course References: Planning for the Future with People Living with Dementia and Their Caregivers

Last Updated: February 26, 2019

Course citations. Center to Advance Palliative Care, 2019.

Cindy Barton, MSN, GNP, BC. Nurse Practitioner, UCSF Memory and Aging Center.

Andrew E. Esch, MD, MBA. Consultant Center to Advance Palliative Care.

Stefanie Bonigut, LCSW. Family Services Manager. Alzheimer's Association of Northern California and Northern Nevada.

Jim Palmer, MSW, LCSW. Palliative Care Social Worker. Mount Sinai Hospital.

Marta Kazandijan, MA, CCC-SLP, BSC-S. Director, Division Speech Pathology and Swallowing. New York Presbyterian Queens and Silvercrest Center for Nursing and Rehabilitation.

Gina Decker. Caregiver.

Constance Dahlin, MSN, ANP-BC, ACHPN, FPCN, FAAN. Consultant, Center to Advance Palliative Care.

Melissa Bakar, MD. Integrated Fellow in Geriatrics and Palliative Medicine. Mount Sinai Hospital.

Karl B. Bezak, MD. Board Certified Internal Medicine, Hospice and Palliative Medicine Fellow.

Nora Brennan, RN. Cardiology. University of Pennsylvania Hospital System.

Gail Gongaware, RN, BSN, CCM, MS. Education manager, Education and Training, VNSNY.

Kristin Chouinard, RN, CHPN. Gerontology. North Shore Elder Services, Partners Healthcare.

Philip Higgins, PhD, LICSW. President Lighthouse Counseling of Salem, Inc.

Contact information: For technical questions about online activity or continuing education credits, contact or 212-201-2674.

Provided by the Icahn School of Medicine at Mount Sinai.

The Courses

Discussing Your Patient’s Dementia Diagnosis

Disclosing a dementia diagnosis to patients and caregivers in a way that is sensitive, clear, and s…

Communicating About What to Expect as Dementia Progresses

Helping patients and caregivers understand challenges they may face as dementia worsens.

Available to non-members

Supporting the Caregivers of People Living with Dementia

Assessing for caregiver burden and connecting caregivers to needed support systems.

View all courses in the unit