News & Events — Education

Should I Move to a Life Plan Community or Stay at Home?

Seniors may be reluctant to make a move to a Life Plan Community (also known as a Continuing Care Retirement Community) because they think it’s more expensive than remaining in their home. When you break down the monthly numbers and consider all expenses, including healthcare, a Life Plan Community may be well within budget.

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What’s the Difference Between a 55+ Community and Life Plan Community?

Seniors have many choices in terms of retirement lifestyle in their later years. Both 55+ Communities and Life Plan Communities offer a well-planned, secure community, yet they differ in terms of healthcare offerings, home maintenance responsibilities and more.

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5 Estate Planning Documents You Need in Retirement

A topline description of the five estate planning documents seniors need as they near retirement: durable power of attorney, advance medical directive, will, letter of instruction and a living trust.

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