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This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

Andrew Wood, Dan Simon and Alison Slezak are Investment Advisor Representatives. Advisory services are offered through CoreCap Advisors, LLC. a Registered Investment Advisor. CoreCap Advisors, LLC and Daniel A. White & Associates, LLC are separate & unaffiliated entities. 

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GET YOUR ESTATE IN ORDER WHEN MOVING TO SENIOR HOUSING

December 14, 2014

Seniors who are are considering a move to a senior living community need to establish or review an estate plan so they understand the financial implications of their choices for themselves and their families.

 

“According to the National Association of Estate Planners and Councils, in 2011 over 120 million seniors didn’t have an estate plan in place when a life-changing event occurred,” says Dan White, a certified financial planner and president of Dan White & Associates in Glen Mills, PA. “It’s so important for seniors to get their affairs in order before they move onto the next chapter of their life. It’s imperative that the family be involved in the process.”

 

When changing your residence, review your will, power of attorney and health care proxy. Also, make sure your beneficiaries are inorder on all accounts and policies.

 

At this stage in your life, it makes sense to discuss with your adult offspring or other family members how to handle finances if you should become incapacitated.

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