Despite the statistic that says 100% of us will die at some point, it’s not a subject that is openly discussed. Undoubtedly this reality is contemplated by some, accepted by a few, and avoided by most. Why is this? What is it about death and dying that makes people squeamish? Death and birth are bookends to a life cycle which has been true since the beginning of time – yet the end of one’s life is often met by surprise or astonishment. Me? Really? Surely not. When people choose to avoid the reality of eventual death, they often leave behind a proverbial living hell for the ones left behind. F ..read more

Every time we think we have it figured out, a new scam or marketing scheme shows up. While con-artists have been around forever, they aren’t the only ones trying to get into your bank account or pocket. The level of sophistication in advertising combined with an ever-increasing transactional style of doing business makes it hard to tell the difference between a scam or just “smart” marketing for otherwise worthless products. This month’s seminar will cover both current scams and misleading marketing campaigns that can eat into the savings accounts of even the most intelligent and savvy consume ..read more

Leaving a home of many years and moving into a smaller home, apartment, or other residence can seem like an overwhelming task. And while it’s a significant undertaking, it can be easily managed when you have a proven plan, a capable and qualified support team in place, and a positive “can-do” attitude. So, if you’ll bring your can-do spirit, we will bring the rest ..read more

What is it like moving to a retirement community? These active seniors will share their experiences of finding, moving to, and living in 55+ senior communities in and around the Oklahoma City metro area. They will answer questions like these and more: ● How long did you think about moving before you did it? ● How did you decide what community to move to? ● What are the pro’s and con’s of downsizing to a smaller place? ● What were the biggest challenges with relocating and how did you handle them? ● What do I do if my spouse doesn’t want to move ..read more

Are you finding that your kids who are now grown adults are beginning to assert control into your life? Do you welcome this engagement, or do you find it frustrating and unnecessary? For those who would like to have a healthy collaboration with their offspring as they get older, it’s important to have an open line of communication. Join us for a conversation about how to create healthy and mutually beneficial alliances with your adult children as you get older ..read more

Times have certainly changed regarding the way estates are handled after someone passes away. It’s not as simple as one may think, especially when the wishes of the deceased were never specified in writing. But what documents are necessary and most appropriate? How do these instruments work within the probate process? Expert panelists will discuss the TRUTH regarding differences between trusts and wills, as well as how these documents can impact both the living and the dead. Another important issue concerning legal guardianships will also be discussed. In particular, how guardianships can be n ..read more

Whether you’re considering selling your own home of many decades, or you’re tasked by your family with selling the home you grew up in, you probably have questions about the best way to proceed. Do I empty the home first? If so, how? Should we update, renovate, or make repairs? If so, to what extent and at what cost? Is it possible to simply sell it “as is?” What if we let the grandson move in temporarily? And the list goes on. In the midst of conflicting information, competing marketing messages, and a changing real estate market and landscape, it’s hard to know what and who to believe. Wh ..read more

If you’re moving from a bigger place to a smaller one, you know you’ll need to downsize. When you realize your things have taken over your life, you may be ready to simplify, so decluttering could be the answer. Simple, right? Unfortunately, letting go may not always be as easy as it may seem. Regardless of your reason for letting go of excess stuff, emotional considerations and logistical challenges can slow you down. Where to donate gently used items, how to pass along family heirlooms, and ways to get some extra cash for once high ticket furniture can hamper the romantic notion of a simple ..read more

While most agree that our current home is where our heart is, we must also consider the fact that our hearts (and our stuff) may require new living arrangements to suit our changing lifestyle and healthcare needs over time. As people living well into their 80’s, 90’s and even 100’s, it’s statistically likely residential care will be necessary – maybe for months, or maybe for years. This may not be good news, but it is the truth. The biggest question people have is, “How will I afford this care?” The second question often asked is, “Why is it so expensive?” In this seminar we are going to explo ..read more

As the demographics change in our country (and around the world), namely more people who are over 65 than under, a lot of changes are on the horizon. Residential living arrangements will need to evolve; employers will be required to adapt; the healthcare system will likely undergo a major overhaul; and families will have to rethink the caregiving role, to name a few. There are already questions being posed such as: ● Will there be adequate housing (accessible, affordable, and suitable) to meet the increasing demand? ● How will the current healthcare system change to meet the needs of the growi ..read more