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. Continue Reading Help Your Loved One Avoid These Top Senior Scams

  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. Continue Reading What’s Up, Doc? Questions to Ask Your Parent’s Doctor

  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. Continue Reading Making…

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

  

  If you’re unsure where to begin with estate planning, here are some simple steps to get you going in the right direction. Continue Reading 8 Steps to Get Started with Estate Planning

  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 long run. Continue Reading Care for your Heirs: 8 Estate Planning Steps to take now

  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. Continue Reading Sibling Conflict Over Care

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

  How to plan for you parents’ move to Assisted Living. Continue Reading When the Signs Point to Needing Help

  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. Continue Reading Helping an Elderly Parent with Estate Planning

  January 18, 2017
• Assisted Living Community Checklist

  Assisted Living Community Checklist Continue Reading Assisted Living Community Checklist

  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. Continue Reading 6 Discussion Points About Senior Living for Financial…

  January 18, 2017