Resources

• Help Your Loved One Avoid These Top Senior Scams

  

  If you’re over 60, you’ve likely been targeted by scammers looking to clean out your nest egg. Senior scams come in a variety of formats, but they all can have devastating consequences. By educating yourself, you can avoid becoming a victim. If you’re over 60, you’ve likely been targeted by scammers looking to clean out……

  January 18, 2017
• What’s Up, Doc? Questions to Ask Your Parent’s Doctor

  

  In a doctor’s office, it’s easy to forget the questions you meant to ask – especially if you’re there for treatment of a specific illness or injury rather than for a routine appointment. As you prepare to accompany your senior parent to a medical appointment, consider making a list of topics to bring up in……

  January 18, 2017
• Making the Transition to Assisted Living

  

  There are many great things about getting older: You’ve gained extensive knowledge over the years, you have great stories to share and you’ve (hopefully) learned to not sweat the small stuff. There are also some big decisions as you age, including if and when to move from independent to assisted living arrangements. Making the Transition……

  January 18, 2017
• 8 Steps to Get Started with Estate Planning

  

  You may have heard the saying that only two things in life are certain: death and taxes. You may have heard the saying that only two things in life are certain: death and taxes. Thinking about life’s end isn’t how most of us want to spend our Saturday afternoons. But it’s essential to plan for……

  January 18, 2017
• Care for your Heirs: 8 Estate Planning Steps to take now

  

  Estate planning may not be on top of your to-do list, but taking care of some essentials now will make it much easier on your loved ones in the event of your passing. Think of it as a final kindness to your kin. Plus, you’ll have the satisfaction of knowing your wishes will be followed.……

  January 18, 2017
• Sibling Conflict Over Care

  

  How to face the demands of your parents’ health care needs as a family. Keep the peace with your siblings when dealing with the questions and expense. Fifty years ago it was typical to feel honored to know that your aging parent had chosen to move in with you as opposed to one of your……

  January 18, 2017
• When the Signs Point to Needing Help

  

  How to plan for you parents’ move to Assisted Living. The signs are subtle at first, but over time you may become more and more aware that something about your parents has changed. As our parents age, there comes a point where you can no longer ignore the fact that they may need to live……

  January 18, 2017
• Helping an Elderly Parent with Estate Planning

  

  Careful estate planning for aging parents can yield significant emotional and financial benefits for the whole family. Broaching the topic of estate planning with elderly or frail parents may feel awkward. But finding a way to start this conversation can be well worth the discomfort. Careful estate planning for aging parents can yield significant emotional……

  January 18, 2017
• Assisted Living Community Checklist

  

  Assisted Living Environment As you arrive at the community, do you like its location and outward appearance? As you enter the lobby and tour the community, is the décor attractive and homelike? Do you receive a warm greeting from staff welcoming you to the community? Does the executive director call residents by name and interact……

  January 18, 2017
• 6 Discussion Points About Senior Living for Financial Planners

  

  Deciding to move to a senior living community is a financial decision as well as an emotional one. For financial planners, talking to your clients about their future care needs as early as possible can help ensure they find a good match for their resources. When working with clients, be ready to discuss: 1. Planning……

  January 18, 2017