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...
Avoid Nursing Home Poverty

Avoid Nursing Home Poverty

We know firsthand that one of the greatest concerns for seniors 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 savings can be...