America has three major housing issues for seniors: affordability, physical accessibility, and access to medical care and other services. There is a need for creative solutions to housing.
For high-net-worth families, many legal strategies are employed to preserve wealth and minimize taxes. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents some challenges and opportunities in high-net-worth estate planning and the ability to transfer
There is a growing trend toward Americans aging in place when it comes to housing arrangements for the elderly. Nearly all older adults prefer to age in the comfort of their long-time homes and familiar community surroundings. Aging in place often means living alone. Pew Research findings show that older
A probate court validates a will and ensures an executor manages the decedent’s assets and debts in accordance with the law and the decedent’s wishes. To begin probate, a personal representative or executor must file with the county court where the decedent lived, even if there is a property for
Among aging Americans, continuing care retirement communities (CCRCs) or life plan communities have become increasingly popular. These senior living communities offer the array of care options necessary for aging adults to move through the stages of independent, assisted living, memory care, and skilled nursing facilities. Beyond health care, CCRCs offer
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