-
Setting Up an Estate Plan
February 19, 2025Estate planning is one of the most important steps you can take to protect your...
Read More -
How to Navigate the Emotional Side of Selling Your Long-Time Family Home
February 18, 2025Selling a home isn’t just a financial transaction—it’s an emotional journey, especially for seniors leaving...
Read More -
How Can I Contest a Will During Probate?
February 6, 2025Contesting a will during probate is a significant legal undertaking that requires a thorough understanding...
Read More -
Introducing the Cedar Rapids Downsizers Club: Your Path to a Simpler, More Joyful Living Space
February 1, 2025Moving to a new home can feel overwhelming, especially when you’ve accumulated years of memories...
Read More -
Understanding long term care from a financial perspective
December 11, 2024Developing a long-term care (LTC) financial plan is essential for ensuring that your loved ones...
Read More -
Long Term Care Financial Planning
December 11, 2024Planning for long-term care (LTC) is a critical component of any comprehensive financial plan, yet...
Read More -
A Senior’s Guide to Estate Planning
November 3, 2024Estate planning is crucial for older adults, yet many lack essential documents like wills and powers of attorney. These legal tools guide your representatives in fulfilling your end-of-life wishes, reduce the burden on loved ones, and prevent family conflicts after you are gone.
Read More -
How to Deal With Your Inherited Home
November 2, 2024Dealing with an inherited home is a complex subject, and there are several complicated issues to resolve. Additionally, it is not uncommon for a person selling an inherited home to have a sentimental attachment to the property, with the sale being the result of a recent death in the immediate family. This adds an emotionally overwhelming component to the transaction.
Read More -
Should I Sell My Parents’ Home Before or After They Move to Senior Living?
November 1, 2024Being both a real estate professional and a senior resource specialist at LivWell Seniors, I often interact with families from diverse backgrounds, each facing unique circumstances. A common concern I encounter is the emotional challenge families face when contemplating selling a home filled with a lifetime of memories. For most seniors, leaving a home they've lived in for over 25 years is a heart-wrenching decision. So, how should one navigate this?
Read More -
Whom Should You Choose as a Trustee?
September 1, 2024When drawing up your estate plans, you might find it useful to create a revocable or irrevocable trust, either of which can help your estate avoid probate court and give you significant control over how and when your assets are distributed. But who should oversee your trust?
Read More
