Resources

• 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
• 6 Questions Your Patients May Not Ask About Long-Term Care

  Seniors and their caregivers face a steep learning curve when they begin researching senior living communities. As a medical professional, you can help them navigate the variety of available services and guide seniors to a community that supports their health care requirements. Here are some questions you can use to help your patients start to……

  January 18, 2017
• Financial Tips for Seniors: Estate Planning Basics

  Seniors should consider a variety of legal issues when planning for the future. When we think about a gift for our families, an estate plan might not be the first thing that comes to mind. However, it’s actually something valuable to give to your loved ones—and a way for you to plan for the future.……

  January 18, 2017
• Talking About Quality of Life With Your Aging Parents

  As you and your parents plan for the future, it’s important to understand how they define quality of life. The ability to enjoy a meal with friends or spend time with loved ones may be factors that contribute to quality of life. For others, it may be the ability to get outside and enjoy nature.……

  January 18, 2017