In the colder months, people often prefer to stay indoors and bask in the warmth of their homes. Rather than stay in all winter, independent seniors and family members seek to find new adventures for the whole family to enjoy. If you need some ideas, we have a list of senior-friendly activity ideas that you can choose from.
Take a
As we grow older, we become independent and learn to handle things on our own. However, in our golden years, independence becomes complicated and easy tasks may become difficult to accomplish alone. Concerned adult children want to relieve their aging parents of burdensome tasks. One such task is about to commence: tax season.
If you’re an adult child helping
Studies show that at least 80 percent of New Year’s Resolutions fail. But that also means that 20 percent of us …
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When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions for many, and it’s just as important for seniors – especially the financial goals.
Financial management is important as we age, and there’s no better time to start than the beginning of the year! Get
As people age, it’s important to consider your best options to live the rest of your life comfortably and take care of those you leave behind. One way that you can do this is by setting up a trust. Are you unsure about what a trust is or what it entails? The team at Marcia Campbell, CPA has your back.
When a person with a trust passes away, an appointed trustee takes over handling the deceased’s affairs, such as distribution of assets. The trustee has an obligation to do right by the beneficiaries by fulfilling the trustee’s role as the law requires. If you are a beneficiary in the state of California, you may not be aware that you have
A power of attorney can be set up for anyone regardless of age. However, most conversations about assigning a power of attorney happen in the sunset stage of life. If you are considering this option for yourself now or in the future, you should determine a few things first. Learn more about this responsibility and how soon you should consider
Social media has opened up amazing new revenue streams for all sorts of creative people. If you’re an influencer, chances …
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The process of creating a trust can be complicated, and the handling of assets can be just as difficult unless you know what to expect. As a beneficiary, you may be unsure about when you’re entitled to your inheritance. A common mistake that you may not be aware of is that all disbursements are not the same.
What Beneficiaries Should
The holiday season is in full swing. It’s a time to be around loved ones and enjoy each other’s company. Family and friends of all ages gather around and partake in group activities so that no one is left out, especially seniors. There are several holidays to celebrate at this time of year, but no matter what your family celebrates