Currently viewing the category: "Elder Care Resource Team"

While transferring responsibility for your or your loved one’s daily affairs is scary, it can be achieved in a series of “baby steps” so long as the person you have hired to lead you down this new road is perceptive, sensitive and willing to tread lightly. Often times, an initial “ice- breaking” meeting, with the attendance of all key parties, is warranted [...]

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Caring for an elderly relative or adult dependent can be a real challenge and can cause major issues with your ability to keep an appropriate balance with work and life. Making arrangements, handling financial and legal issues, and finding community resources can be time consuming, frightening, and frustrating. And it can get worse if you [...]

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So the “Aha” moment arrives. Circumstances make you realize two things: 1) I’m not as young as I used to be, and 2) “Old age ain’t for sissies” as the great Bette Davis once said. Gradually, or sometimes suddenly, it happens… we can’t keep up with household chores, we can’t see the street signs to [...]

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How to plan for your next life style change can be perplexing, but can be greatly simplified if you use the talents of professionals trained to handle Senior Living. After earning my SRES designation (Senior Real Estate Specialist) I joined the Eldercare Resource Team. We are a collaborate group of independent professionals working in a [...]

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Planned Giving

December 5, 2015 by

At different stages in our life we have different priorities. Somewhere along the line we begin to think in terms of helping others rather than accumulating more wealth. Let’s look at the basics. Donating cash or other assets to a charity is deductible by you. If it’s a non-cash donation the amount of deduction is [...]

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The Role of the Private Fiduciary A fiduciary is a person who assumes responsibility for a position of trust. Professional fiduciaries protect the assets, interests and dignity of their clients. They should act as an advocate in safeguarding the client’s civil and legal rights by making decisions that maximize and protect the rights of the [...]

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