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Taxes: A Trigger to Seek Help

It may be a stark realization or a gradual inkling, but as we age, the day may come when it’s clear that assistance is needed to manage daily life. This moment can be both daunting and humbling. Often it arises from physical (loss of mobility due to a fall) or cognitive (increasing forgetfulness) decline, or significant life events like the death of a spouse. At these times, an area that [...]

By |2025-01-28T18:26:10+00:00January 28th, 2025|Uncategorized|Comments Off on Taxes: A Trigger to Seek Help

Crafting Your Personalized Aging Plan: Key Considerations

Res·o·lu·tion – noun: a firm decision to do or not to do something. As we ring in a new year, many of us are inspired to set resolutions that improve our lives. One of the most profound commitments you can make is to develop a comprehensive plan for aging. This isn't just another resolution. It's a roadmap to ensure you live comfortably, securely, and with dignity in your later years. [...]

By |2024-12-31T17:08:54+00:00December 31st, 2024|Aging In Place, Uncategorized|Comments Off on Crafting Your Personalized Aging Plan: Key Considerations

Balancing Holiday Cheer with Tough Talks: Caring for Elderly Parents

The holidays are meant to be a time of joy, laughter, and family togetherness. However, they can also bring to light underlying family issues that need to be addressed, such as aging and the care of elderly parents. Even in well-adjusted families, navigating these conversations can be challenging due to a variety of factors, including emotional baggage, power struggles and the fear of conflict. Add to the mix children from [...]

By |2024-12-03T18:05:13+00:00December 3rd, 2024|Aging In Place, Caregiving, Uncategorized|Comments Off on Balancing Holiday Cheer with Tough Talks: Caring for Elderly Parents

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

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

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

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

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

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

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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