December 2023

The Care Your Family Needs

PACE Program Helps Seniors Remain at Home

Most seniors want to be able to stay at home as long as they can instead of moving into a nursing home. The PACE program provides care and services to some nursing home-eligible seniors to enable them to remain in their home longer.

Is an Independent Living Facility Right for Me?

An independent living facility is a housing arrangement that caters to older people, usually aged 55 and older. Some people may refer to these facilities as 55-and-over communities, active adult communities, or retirement communities.

14 Essential Questions to Ask Aging Parents This Holiday

With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones.

Can Over-the-Counter Hearing Aids Prevent Dementia?

For older adults experiencing hearing difficulties, over-the-counter hearing aids could improve quality of life, preserve social connectedness, and prevent cognitive decline.

Notarizing Documents for Seniors With a Dementia Diagnosis

An Alzheimer's or dementia diagnosis can be a challenging journey for the person and family alike. When the diagnosis occurs, a ticking clock begins on the timeline for getting proper and sound notarizations done for crucial legal documents.

2024 Annual Gift and Estate Tax Exemption Adjustments

With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service.

When Children With Disabilities Turn 18, Part I

When your child reaches adolescence, you may realize that radically different benefits will soon replace many services on which your child has long relied.

Transition Plans Support Adolescents With Disabilities

Young adults with disabilities may face numerous barriers when reaching adulthood, from finding employment to securing housing. A transition plan can support a successful shift to adulthood.

Intellectual and Developmental Disability: What Is an IDD?

Intellectual or developmental disability, known as IDD, affects approximately 7.39 million people in the United States. Typically present at birth or onsetting in childhood, IDDs adversely impact a person's physical, neurological, or emotional development.

Using a QTIP Trust in Estate Planning

Qualified terminable interest property (QTIP) trusts enable individuals to maintain control over the assets they leave their spouse while preserving wealth and leaving a meaningful legacy for children and charities.

If you would like to unsubscribe and stop receiving these emails click here.