The members of our council represent a wealth of information, knowledge and advice to help you with eldercare issues or generally with any issues that aging seniors face. We have "been there and done that" many times, not only with our own loved ones but on countless occasions with members of our community. We assist individuals in the community who can't seem to find what they are looking for even after numerous phone calls and exhaustive internet searches. Through our experience we have developed a well-deserved motto; which is "Difficult Problems – Clear Solutions."
Perhaps you are looking for sources of funds to help you pay for unforeseen expenses, or for help with veterans benefits, or understanding services provided by Medicare and Medicaid. Maybe you need someone to assist you in the home or provide maintenance or yard care or maybe you need advice on finding a long term care community for you or a loved one. Maybe you need legal work, or financial planning or home care services or tax advice or advice on dealing with other members of the family in a caregiving situation. We can provide all of that and much more.
You can either attend one of our many educational workshops in the community or you can call for FREE phone consultation. We operate as a one-stop shopping service for assisting the elderly of Florida. We want to help you in any way we can. Please call and schedule your free phone consultation today 919-825-1300-ext 528.
September 22, 2016
A key deficiency in the process of planning for long term care occurs when seniors fail to provide for the orderly distribution of assets after death or fail to let their family know what to do when the senior can no longer handle his or her own affairs.
Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes are some of the principal planning strategies used. Other planning might center around income tax and real estate capitol gains. Estate planning also concerns issues of business succession and consideration of eligibility for government sponsored benefits.
Estate planners need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should include meetings with potential family caregivers and instructions or checklists for these people. This important part of the planning process is often overlooked.
Continue Reading - Estate Planning As Part of Your Long Term Care Plan
Phone: (407) 417-4290
VA Accredited Claims Agent #4OP Senior Care Council
Phone: (919) 424-6338
Toll Free: (877) 787-3434
Karen Rosenberg, Senior Reverse Mortgage Specialist
Phone: (954) 776-5513
Age Advantage Senior Care Services
Phone: (407) 347-2050
Law Office of I. Michael Tucker, PLC
Phone: (407) 977-8836
James Pasquinelli - President & Owner
Phone: (407) 232-7155
Forever Young Pathways
Phone: (407) 342-0039