Assisted Living Expense Worksheet Template
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1Assisted Living Expense Worksheet
This worksheet will help you compare the costs of your current living situation to those of a Dogwood Forest™
Assisted Living Community. While many people consider home care and adult day services to be less expensive
options to assisted living, they are often surprised to see how adding care costs to current monthly home and
living expenses can actually make Dogwood Forest™ Assisted Living the more affordable option.
Dogwood
Monthly Expense Description
Current Expenses
Forest™ Expenses
Monthly Home Mortgage or Monthly Rent
$
$
Caregiver Fees
$
$
Transportation (auto insurance, taxes, fuel & maintenance)
$
Included
Real Estate Costs (home owners/renters insurance, taxes, etc.)
$
Included
Utilities: Electricity Power
$
Included
Utilities: Gas
$
Included
Utilities: Water
$
Included
Utilities: Trash
$
Included
Lawn Care
$
Included
Maintenance and Repairs (HVAC, appliances, upkeep, etc.)
$
Included
Groceries (meals, snacks and beverages)
$
Included
Wellness Checks
$
Included
Housekeeping & Linen Service
$
Included
Laundry Services
$
Included
Wellness, Lifestyle & Exercise Programs
$
Included
Socialization & Entertainment
$
Included
Making assisted living even more affordable by considering your financial options:
• Veterans Aid and Attendance Pension
• Savings, CDs, Social Security, Investments,
• Real Estate
Pensions & Retirement
• Elderlife Financial Services
• Tax Deductibility Opportunity
• Life and Viatical Settlement Services
• Companion Apartments
Dogwood Forest™, its affiliated entities, officers, employees, agents or subcontractors, are not tax or financial advisors. Use of any information provided does not represent
personal tax advice either express or implied. Dogwood Forest does not endorse or take responsibility for the accuracy of the information above. You should always seek the
assistance of a professional familiar with your own personal circumstances for tax, financial and investment advice.
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Parent category: Financial