Recently, the Massachusetts Executive Office of Elder Affairs shared information about some state-sponsored programs that might be of interest to seniors. They include the following: 1. Home Modification and Loan Program – offered by the Massachusetts Rehabilitation Commission (MRC) and provides 0% to 3% loans (up to $30,000) to help Massachusetts homeowners make modifications that...
Proposed Changes to Tax Law and Charitable Giving As the year comes to a close, it is widely believed that we may see significant changes to the tax code in the coming year. If charitable giving is part of your legacy strategy, these changes may affect you. For many, it may make sense to make...
Knowing the history and financial performance of the living community can help provide peace of mind and help you to make the best decision about your next step. Understanding the Financials – Continuing Care Retirement Communities.
We spend our lives making plans and preparing for future events. From the beginning we plan and work towards education, a career, marriage and a family. We work hard and save, invest and build our assets. We insure to protect our home, automobiles, health and medical needs. Retirement age comes and our plan is finally...
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