Category Archives: Financial

Aging Life Care Managers Ensure Estate Plan Matches Reality of Care Needs

May 17, 2016Aging Life Care Professionals, Elder Law, Family Members, Financial, Guardianship, Long-Term CareAging Life Care Manager, Aging Well, Elder Law, estate planning Callie Daters

The typical estate planning team most often includes the attorney, an accountant, financial advisor, and sometimes an insurance professional. With the increased number of older adults in our society and the changing landscape of family systems, there is a growing need for an estate planning team to include the professionals who can make client-specific recommendations … Continue reading Aging Life Care Managers Ensure Estate Plan Matches Reality of Care Needs →

Tax Scams Targeting the Elderly

March 9, 2016Aging Parents, Elder Abuse, Financialfraud, IRS, tax scams Callie Daters

Your Aging Parents are at Risk of Fraud during Tax Season: What you can do about it!

Being caught in tax scams can happen to anyone even though most of us think we’re too smart to get fleeced. Unfortunately, even the most cautious person can get ripped-off. When older adults are defrauded, the effects can be devastating. Your Aging Parents are at Risk of Fraud during Tax Season: What you can do … Continue reading Tax Scams Targeting the Elderly →

What is Aging Life Care?

January 27, 2016Costs of Aging, Dementia, Elder Law, Financial, Long-Term Care, Mental Health, Uncategorizedaging life care, care coordination, Experts in Aging Well Callie Daters

Overwhelmed by the choices and decisions involved with caring for an aging loved one? Hit with an emergency and don’t know where to start? Or do you want to plan for your own senior years and make your own decisions? No matter your individual situation or preferences, Aging Life Care Professionals™ offer a client-centered approach to … Continue reading What is Aging Life Care? →

Hiring In-Home Caregivers

December 9, 2015Aging in Place, Aging Life Care Professionals, Caregiving, Costs of Aging, Financial, Uncategorizedemployee, in-home caregivers, tax laws Callie Daters

Hiring in-home care providers — on your own or through an agency — is not a decision to be taken lightly. Understanding the financial and legal responsibilities of hiring a household employee is critical. Take a look at these important considerations and case studies before making any hiring decisions. What You Need to Know Before Hiring … Continue reading Hiring In-Home Caregivers →

Aging Life Care Association® Members on End of Life

October 20, 2015Aging Life Care Professionals, Aging Well, Care Recipients, Costs of Aging, Elder Law, End of Life Care, Financial, Lisa Laney, Long-Term Care, Mental Health, Supportaging life care, Elder Law, end of life, financial, mental health ALCA Marketing

Aging Life Care Professionals® not only ensure quality of care and an optimal life for their clients but also help clients plan for the end of life. ALCA Member Lisa Laney, MSW, CMC of Asheville, NC shares how she worked closely with and advocated for her client’s specific death wishes. Laney helped her client navigate … Continue reading Aging Life Care Association® Members on End of Life →

Six Hidden Costs to Caring for an Aging Parent

October 14, 2015Aging Life Care Professionals, Aging Parents, Costs of Aging, Family Members, FinancialAging Life Care Expert, Aging Well, Sandwich Generation Callie Daters

Caregiving for an aging loved one isn’t all doom and gloom. The rewards of caregiving are real, but so are the hidden costs. by Jullie Gray, MSW, LICSW, CMC – Aging Life Care Association™ Member and Fellow of the Leadership Academy Over the weekend, U.S.News & World Report ran a story – How to … Continue reading Six Hidden Costs to Caring for an Aging Parent →

Aging and Money: Having the Tough Conversations

October 1, 2015Aging Life Care Professionals, Aging Parents, Costs of Aging, Dementia, Family Members, Financial, Long-Term Care Callie Daters

Aging Life Care Professionals™ Offer Guidance to Aging Adults and Families on Handling Financial Issues A recent article on financial-planning.com focused on the need for financial advisors to have plans to address the challenges they face when clients have diminishing mental capacity. With the rising aging population and the increasing rates of dementia, financial advisors are being encouraged … Continue reading Aging and Money: Having the Tough Conversations →

Aging Life Care Association® Members on Trust and Honor

August 25, 2015Aging Life Care Professionals, Amy Wasserman, Events, Financial, Guest Writer, Mental Healthaginglifecare, caremanagement ALCA Marketing

Aging Life Care Professional® Karen Wasserman, MSW, LICSW, CASWCM of Newton, MA shares that the relationship between an Aging Life Care® Manager and a client is way often more than just home or medical care management. In this story, Ms. Wasserman tells how she helped Gertrude – a Holocaust survivor – find peace in life … Continue reading Aging Life Care Association® Members on Trust and Honor →

Aging Life Care Association® Members on Advocating and Protecting Client Wishes

July 16, 2015Aging in Place, Aging Life Care Professionals, Aging Well, Caregiving, Costs of Aging, Elder Law, Events, Family Members, Financial, Geriatricians, Guardianship, Guest Writer, Health, Mental Health, Sibling Relationship, Supportaginglifecare, estranged family, guardianship, hoarding, pets, Power of Attorney, social services ALCA Marketing

Faced with the challenge of bringing comfort and safety to one client meant juggling multiple issues – hoarding, guardianship, social services, power of attorney, estranged family, and a beloved cat. Aging Life Care Professional® Byron Cordes, MSW, LCSW, CASWCM shares how his team made it happen, all the while keeping attorneys, doctors, and family members … Continue reading Aging Life Care Association® Members on Advocating and Protecting Client Wishes →