There are so many times we get asked questions about estate planning, wills, aging in place, and more. Listen in to hear Mark and Bill go over some of these most frequently asked questions.
Often the discussion that happens when we're aging is "How can we stay home?" The reality is that staying in your current house isn't always the best or right option. That doesn't mean you can't be home! Finding somewhere to age comfortably and safely is key. In this episode, Mark is joined by Catherine Owens to talk about different options for "home".
Is your financial plan an actual plan? Is there an underlying strategy and design for your future? Or are you just "winging it"? Even if you don't consider yourself wealthy, you're probably planning on retirement of some kind, and almost all of us get old (whether we want to or not). So listen in to this episode to hear about how financial planning with purpose can make all the difference as you move through life.
How current are your financial and estate plans? Have you experienced a life change that could impact those plans? Learn from financial planner Justin Walker and estate planning attorney Mark Wight about what could trigger a change and what you need to do to stay current.
When it comes to dividing assets, people tend to spend the most time allocating money, stocks, and homes, in estate planning. However, family disputes after a loved one's passing are often caused by sentimental items that go overlooked. So, before you leave it up to your family to decide who will inherit the family album or serving plates, consider the tips in this episode before taking that route.
After 30 plus years of assisting families with estate planning, Attorney Mark Wight has seen how grieving the death of a parent can drastically change family dynamics. On this episode, Mark shares some of the causes of strained relationships after a parent's passing and ways to prevent this from happening.
Giving gifts as part of an estate plan is not as simple as many people think. On this episode, we navigate the complicated world of gifting and its effect on taxes and Medicaid. If you're thinking of giving or receiving a gift that could significantly reduce the size of an estate, use this episode as a starting point to plan your next steps.
On past episodes, we've discussed how visiting senior family members during the holidays is the perfect opportunity to inspect any issues of concern surrounding their health. However; it is just as crucial for those who are aging in place to maintain social relationships. Today we discuss how social engagements and having a network of support can benefit your mental and emotional well-being.
The New Year prompts many people to make resolutions that don't often stick. On this episode, we'll delve into Shawn Achor's book "The Happiness Advantage," to discover ways of developing habits that make us happier instead. If you're wondering what this has to do with issues surrounding seniors and aging, you will be surprised to find that those who have the happiness mentality can often fine-tune their mental and physical well-being as they age.