Resources

Resources

Resources Downloads to help you plan well Quick links to all downloads: “Special Stuff” List and Planning Worksheet 12 Reasons Not to Give Property or Money to Your Kids Right Now Checklist: What to Do When a Loved One Dies Funeral Planning Guide Life...
Medicaid

Medicaid

Medicaid ELDER CARE Using a government benefit such as Medicaid is a fairly common way to pay for long-term care. According to AARP, 65% of nursing home residents use Medicaid to pay for their care. Unfortunately, there is a lot of misinformation out there, which...
Care Affordability

Care Affordability

Care Affordability ELDER CARE One of the greatest concerns we hear from clients is the fear of outliving their savings. No one’s vision of retirement includes going into a nursing home. It’s not what you want for you or your spouse. But if it happens, your income and...
Challenges of Aging

Challenges of Aging

Challenges of Aging ELDER CARE These days, our extended life span creates a lot of challenges when it comes to managing the financial, physical, medical, and emotional reality of aging in America.   We know there are thousands of families struggling with these issues...