Crunch the Numbers: Aging at Home vs. Moving to a CCRC

Research frequently shows that “aging at home” is the senior living preference for a majority of older adults. Yet some decide that a retirement community, such as moving to a CCRC (continuing care retirement community aka life plan community), better meets their long-term senior living goals.  Among those who choose a CCRC, many cite [...]

By |2025-02-03T14:23:25-05:00February 3rd, 2025|

How Will You Fund a Move to a Life Plan Community?

As older adults explore the vibrant lifestyle and peace of mind offered by life plan communities, also referred to as continuing care retirement communities (CCRCs), one of the top considerations is how to fund the associated costs, particularly if it is an entry fee community. We recently co-created a free guide, alongside our colleagues at [...]

By |2024-08-05T18:33:33-04:00August 6th, 2024|

Different Types of Trusts Can Meet Your Estate Planning Goals

For some people, creating a trust as part of their estate planning process can be a savvy move to protect their assets and their legacy. But with so many different types of trusts, it can be confusing to know which type is right for your unique situation and objectives. Let’s take a look at what [...]

By |2024-01-02T09:03:14-05:00January 2nd, 2024|
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