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It’s Medicare Open Enrollment – Understand the Process and Make Good Decisions

Every year from October 15th to December 7th, Americans over the age of 65 have the option to change their Medicare supplemental insurance. Anyone who has ever navigated the Open Enrollment process knows that this can be confusing. As the adult child of an aging parent, you would be well served to understand the process and recognize red flags. The Medicare Open Enrollment Period Generally, Americans turning 65 must apply [...]

By |2024-10-03T18:38:04+00:00October 3rd, 2024|Uncategorized|Comments Off on It’s Medicare Open Enrollment – Understand the Process and Make Good Decisions
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The Struggles of Tax Preparation with Elderly Clients

Is this scenario familiar to you? Your aging client did not provide you with the documentation you needed to meet the April 15th deadline, so you filed an extension. Now, the October 15th deadline is approaching, and you still don’t have the information that you need. Filing taxes is a complex task for many, but for elderly clients, the process can be particularly daunting. Let’s look at some scenarios we’ve [...]

By |2024-08-30T17:43:17+00:00August 30th, 2024|Bill Paying, Uncategorized|Comments Off on The Struggles of Tax Preparation with Elderly Clients
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Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age

As we age, it can be increasingly challenging to stay organized, manage finances, and keep up with responsibilities. Often, this can be attributed to a combination of cognitive, physical, and lifestyle factors that evolve over time, making tasks that were once routine feel more burdensome. Cognitive decline can make it harder to remember due dates for bills, keep track of important documents, and navigate technology. Physical health issues, such as [...]

By |2024-08-30T17:43:10+00:00August 8th, 2024|Bill Paying, Uncategorized|Comments Off on Simplifying Finances: Practical Tips for Staying Organized and Managing Money as You Age
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Getting the Most from Your Parents’ Long-Term Care Policy

Decades ago, your parents purchased a long-term care (LTC) policy. They have invested tens of thousands of dollars – or more – to give them the peace of mind that when and if they need it, the policy will cover the cost of their care. The policy has sat, untouched, for all this time and now your parents are ailing, and they are not sure how their policy works. It’s [...]

By |2024-07-09T22:21:09+00:00July 9th, 2024|Aging In Place, Uncategorized|Comments Off on Getting the Most from Your Parents’ Long-Term Care Policy
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Beyond Estate Planning Documents: The Importance of Conversations between Clients and their Agents

A standard practice when drafting estate documents is for an attorney to ask their client to name someone they can trust to make important decisions including those regarding financial, legal, and healthcare matters when they are unable to do so for themselves. Of course, choosing the appropriate person is critical. But what happens when the client has no immediate family members or close friends available or nearby? It gets complicated. [...]

By |2024-05-03T18:48:07+00:00May 3rd, 2024|Aging In Place, Uncategorized|Comments Off on Beyond Estate Planning Documents: The Importance of Conversations between Clients and their Agents
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Steps in the Journey to Age in Your Own Home

For many seniors, the ability to remain in their home for as long as possible is a priority. For some, the set up and supports may already be in place, but for others the question becomes how do you achieve it? Determining the feasibility and longevity of that goal is a multi-step process. It requires older adults and family members to analyze the current and future potential living conditions to [...]

By |2024-02-14T19:27:19+00:00February 14th, 2024|Aging In Place, Uncategorized|Comments Off on Steps in the Journey to Age in Your Own Home
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Embrace Independence: Introducing Our Aging in Place Consulting Service

Everything we do at Life Managers & Associates is dedicated to helping seniors maintain their independence. Advance planning is the key. Over the past twelve years of supporting older adults, we have experienced it all. We started in 2012 managing the administrative and organizational needs of our clients to make it easier for seniors to tackle day-to-day activities – enabling independence. During this time, we have seen families that have [...]

By |2024-01-12T16:49:57+00:00January 8th, 2024|Aging In Place, Uncategorized|Comments Off on Embrace Independence: Introducing Our Aging in Place Consulting Service
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Collaborative Strategies to Help Professionals Complete Year-End Tasks with Elderly Clients

The end of the year is a frenzy of activity for financial and legal professionals as you rush to assist clients with maximizing retirement contributions, minimizing tax bites, facilitating donations, reviewing estate plans and so much more. Completion of these tasks can become more challenging as your clients age. As professionals who work with seniors, whether you are an attorney, financial advisor, or you provide support in the home as [...]

By |2023-12-07T18:52:44+00:00December 7th, 2023|Aging In Place, Bill Paying, Uncategorized|Comments Off on Collaborative Strategies to Help Professionals Complete Year-End Tasks with Elderly Clients
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Interdependence and the Impacts on Estate Planning and Financial Planning

Over the past several decades, advances in healthcare have extended our life expectancies. New smart technologies have enhanced our ability to remain at home for a longer period as we age. What was a stark line in the sand that indicated the need for care has become blurred. There is now a time in between. A time when our minds and bodies are slowing down, but our ability to remain [...]

By |2023-11-07T18:56:30+00:00October 4th, 2023|interdependence, Uncategorized|Comments Off on Interdependence and the Impacts on Estate Planning and Financial Planning
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Living Well with Wellness

When we think of “wellness,” often our thoughts turn to physical health. We think of a nutritional diet and exercise. But wellness, as a concept, is more encompassing than how our bodies feel day-to-day. Striving for wellness also includes mental, emotional, social, and financial well-being. And, while holistic wellness is important at any age, as we get older, practicing wellness can allow us to not only live longer, but also [...]

By |2023-11-07T18:56:47+00:00August 11th, 2023|Aging In Place, Independence, Uncategorized|Comments Off on Living Well with Wellness
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Life Managers

You LIVE BETTER when we help manage details of your life!  You will enjoy greater independence, have flexibility, and maintain control over your life.

Let’s discuss your independence.

484-433-0055

Serving the Greater Philadelphia Region.

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