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|

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

While aging at home continue to be the preference for the majority of older adults, residents of continuing care retirement communities (CCRCs or life plan communitis) cite access to a full continuum of care services as a main motivator for making a move. In fact, according to number consumer surveys done by myLifeSite, access to [...]

By |2024-03-06T22:12:14-05:00February 25th, 2019|
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