Saturday, November 24, 2007

Keeping up with the changes

I try to stay up to date with the myriad of changes occurring that affect the older population. One change that has occurred because of the Deficit Reduction Act is the look back period for transferring assets. That look back period has increased from 3 to 5 years and there are some other aspects of this than just the time period.

Another result of the Deficit Reduction Act is the long term care insurance (benefit?). It allows for seniors who purchase long term care insurance to shield that same amount of assets from part of the spend down requirements for medicaid.

While I certainly don't claim to know all the ins and outs of this bill, if you have any questions or concerns about it, I recommend you talk with your trusted financial planner, cpa or elder law attorney. If you do not have such a trusted professional, then call me or check out my website, for recommendations.

One of the ways I keep up with the changes on senior issues, other than networking with professionals who serve them, is by getting daily emails through the AARP site, You can sign up for automatic emails with the highlights of events and actions affecting seniors.

If you have something else you'd like me to post information about, please let me know. Post a comment to this blog at any time. I check it regularly.

Live well.


Monday, November 5, 2007

Alliance of Senior Service Providers

Need something done for an older parent or loved one and not sure who to call? When dealing with physicians, isn't it better to have the knowledge and experience of someone who normally handles your particular specialty, like geriatric care?

There's a group of professionals here in Tallahassee, called the Alliance of Senior Service Professionals who specialize with the older population from law issues to real estate. You will find them listed on my website, under additional info, and can contact them through email at info@assp.mac or phone 850-552-0949. They have periodic publications to keep you up to date on senior issues so if you would like to be added to the mailing, give them a call.

Until next time, enjoy this great Tallahassee weather.


Friday, October 5, 2007

Boomers Real Estate-Seniors Real Estate Specialist

Welcome to my new blog for Boomers, Seniors and those who care about and care for parents, grandparents and older relatives.

I am a Seniors Real Estate Specialist as a Broker Associate with Keller Williams Realty in Tallahassee, Florida. The issues of real estate are different for older adults than for the first time homebuyer or those with growing families or moving up in careers.

Seniors consider moving usually for one or a combination of three reasons: dwindling wealth, failing health or to be closer to family. Figuring out what to do and/or how to make a move that best satisfies the desires of the senior yet also considers family members is best done prior to a crisis occurring. Knowing the options and planning for the future is where I can help the most. Working with the senior and their family members to help understand and recognize these options is my expertise. While I don't claim to know all the answers, I do stay active in the senior community, maintaining professional associations with assisted living facilities, governmental and social service agencies and networking with other professionals in the community such as financial planners, accountants and attorneys.

This blog site is here for you to post your questions about issues relating to seniors considering moving, or wanting to plan a strategy for that possibility. This also includes the families of seniors, who recognize that mom or dad will probably need to make a move sometime in the future and want to understand how best to help.
While moving may and oftentimes is a plan for the older person later in life, sometimes adjusting their living conditions so they may remain in their homes longer is part of the plan. I have the contacts to help seniors in all aspects of this part of their life. You may want to visit my website, to learn of vendors and professionals I use to assist me in serving this population, from movers to Certified Aging in Place specialists.

Thanks for visiting my blog. Look for additional information on upcoming postings.