Resources for Professionals

  As a fiduciary, you help clients plan for tomorrow. But what happens when the person managing the household finances can"'t anymore? In many homes, responsibilities are divided, and often, one person takes the lead on managing the family"'s financial life. If that person becomes incapacitated–or passes away first–everything can unravel quickly. Many older adults don't realize how much information lives "in their head" until someone else tries to step [...]

For over 13 years, Life Managers & Associates has been committed to helping older adults live independently with confidence, clarity, and peace of mind. From managing bills to organizing important documents, we’ve been a trusted partner to seniors, their families, and the professionals who support them. Now, we’re excited to introduce the next evolution of that support: our Enhanced Team-Based Approach. What Is our Team Approach? Clients will continue to [...]

Although the vast majority of Americans (about 90 percent over age 65) want tostayin their homes to live out their golden years, unfortunately, it's not always that simple. As time marches on and we age, homes that were perfectly functional to us can pose obstacles later on as our abilities decline. Think about when you were young and could bound up and down the stairs. As you age, those steps [...]

Barbara is 86 years old and recently widowed. Her husband of 65 years handled all of the mail, bill paying and filing. Now, she is saddled with a pile of paperwork and bills that need to be paid. She is overwhelmed and realizes she needs help. But Barbara doesn't have any nearby family who can assist her – her closest family member lives about three hours away. Barbara knows if [...]