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2 months ago
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We're often asked if there are special considerations for creating Estate Plans for retirees. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and retiring is definitely one of these times.
Whether you ... [read more]
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5 months ago
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In mid-February, a cluster of residents at the Seattle-area nursing home, Life Care Center of Kirkland, came down with a respiratory illness and fever. On February 28, a 73-year-old female resident tested positive for coronavirus disease (COVID-19). Over the next month, the coronavirus swept throu... [read more]
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11 months ago
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Being appointed guardian of a loved one is a serious responsibility. As guardian, you are in charge of your loved one's well-being and you have a duty to act in his or her best interest.
If an adult becomes mentally incapacitated and is incapable of making responsible decisions, the court will ap... [read more]
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12 months ago
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A new report finds that almost no retirees are making financially optimal decisions about when to take Social Security and are losing out on more than $100,000 per household in the process. The average Social Security recipient would receive 9 percent more income in retirement if they made the finan... [read more]
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1 year ago
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One question we're often asked by clients is if we can help them find resources to help cover the high costs that can often be associated with aging; such as at-home care or a skilled nursing facility. Our answer is that we are happy to help clients address these concerns by evaluating benefits such... [read more]
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1 year ago
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Older Americans with a life insurance policy that they no longer need have the option to sell the policy to investors. These transactions, called "life settlements," can bring in needed cash, but are they a good idea?
If your children are grown and your mortgage paid off, you may decide that ther... [read more]
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1 year ago
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We had an excellent time participating in the Active After 50 Senior Expo on Wednesday, August 14 at the Thrasher- Horne Center in Orange Park.
This outstanding free community event featured over 70 local exhibitors who showcased their products and services. Categories of the exhibitors included ... [read more]
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1 year ago
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Please join us for the Active After 50 Senior Expo at the Thrasher- Horne Center, located at 283 College Drive, Orange Park, Florida, 32065 on Wednesday August 14, 2019 from 9:30 a.m. – 2:00 p.m.
This outstanding free community event features over 70 local exhibitors showcasing their products... [read more]
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1 year ago
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One question we're often asked by clients who are adult children of aging parents is how they can best help their parents as they are managing the responsibilities of their own lives.
Our answer is that we work with adult children on a regular basis to help them and their aging parents create Est... [read more]
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1 year ago
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It is a very good idea to create advance directives in order to plan for the possibility that you may one day be unable to make your own medical decisions. In doing so, there can be confusion about the difference between a living will and a "do-not-resuscitate" order (DNR). While both these document... [read more]
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1 year ago
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Social Security survivor's benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim.
While you can claim survivor's benefits as early as age 60, if you claim benefits before your full retirement age, your benefits w... [read more]
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2 years ago
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Low-income seniors and people with disabilities may be missing out on a tax credit that could reduce their tax liability by up to $7,500 this tax season.
To qualify for the Senior Tax Credit for the Elderly and Disabled, individuals must either be above age 65 or retired early due to a qualif... [read more]
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