Investing During the Lookback Period

Investing During the Lookback Period Probably one of the biggest areas of resistance and interference my clients experience in Medicaid Planning comes from financial professionals. When assets are to be transferred into an irrevocable trust to “start the five-year clock” for Medicaid as part of the Care Assistance Game Plan, whether it

The Best Summer Activities for Seniors in Raleigh

The Best Summer Activities for Seniors in Raleigh The weather is warm, the streets are lively, so why not make the most of it? Being a senior is no excuse to not make the most of summer. Fun is universal, so make sure you surprise the senior in your life with something fun

What type of Senior Care is Right?

What Type of Senior Care is Right? As your family begins to age, it’s natural for children to be concerned for their parents’ ability to care for themselves. The transition to a senior care community can be difficult, but it’s important to find the community that works best for their needs for

How to Choose the Right Nursing Home

How to Choose the Right Nursing Home Earlier we spoke about understanding the level of care loved ones' need later in life, but it doesn’t stop there. Once it’s settled that mom or dad may need a nursing home, there are still so many options to choose from. There is so much to

Students Excel in Strategic Planning Weekend

The officers of the Circle K Chapter of NC State University spent the weekend of April 13-15 planning for their next Kiwanis Family year. As usual, Jeffrey G. Marsocci, their Kiwanis Advisor from the Kiwanis Club of Raleigh, facilitated the weekend with help from his wife Kathleen. But this year, officers from Meredith College

3 Keys to Finding the Right Facility for Mom

Fining the right facility for Mom can be a little more challenging than people realize, but there are some key factors to help you add structure to the search. Among the many are three main ones: Understanding the level of care that your Mom Needs How will you pay for the care, now and

How to Make Sure Your Parents Don’t Run Out of Money in Retirement

Retirement seems so far away at all points in life. But, for all of us, it comes faster than we expected. Sometimes it comes because of an injury or sickness. Sometimes, it just seems like there is more time. ­­­But, that means that money isn’t always there for expenses that come up during retirement