Senior Living

  • Making the Transition to Assisted Living

    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……

  • 8 Steps to Get Started with Estate Planning

    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……

  • 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.……

  • 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……

  • 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……

  • 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……

  • 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……

  • 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……

  • 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.……

  • 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.……