Posts Tagged ‘ death planning ’

SENIORS LEAVE MONEY TO THEIR CHILDREN

Jun 9th, 2013 | By Sharon Shaw Elrod MSW EdD | Category: Senior Finances

Trillions Bequeathed to Survivors The consulting firm, Accenture, projects retirees will leave over $30trillion to their offspring over the next 30-40 years. That’s a lot of money, and Baby Boomers need to be thinking about how they want to divide their assets. The considerations are important because your assets are part of your legacy, and [...]



SENIOR CONCERNS: NOT IMMINENT, BUT NECESSARY

Sep 15th, 2011 | By Dr Jerry D Elrod | Category: Senior Moments Blog

Seniors are frequently met with not imminent, but necessary situations in which a preemptive readiness serves well. When health situations are such that there are increasingly present symptoms of not feeling “well” or “right,” this usually portends the need for a physician’s review. There come times when even that may not address whatever is going on. Such times open the door for being ready to take necessary additional steps.

Before there are any health issues which suggest death may be near, this is a good time to evaluate the details that will, at some point, inevitably follow. Most seniors have made preparations, particularly if they have lived in the same place for a long time, their partner has predeceased them, they have had a series of illnesses or have been guided to take care of their own wishes in advance. Especially is it important for everyone involved to be aware of those wishes.



SENIORS: HAVE I COMPLETED MY CHECK LIST?

Aug 19th, 2011 | By Dr Jerry D Elrod | Category: Senior Moments Blog

Every so often, it is important that we review our life-plan check list. Having one is essential. Days go by and things don’t get done. With a check list you are enabled to get at the things that really do need to be addressed.
Reasons to Have a Checklist

Here are reasons for having a check list:

First, acquaint yourself with the decisions that need to be made in regard to the management of your life, estate, all legal issues, personal considerations, and death.