Helping a Loved One Age in Place

January 17, 2017

One of the biggest concerns for the retiring population and individuals approaching older ages has to do with being able to age in place. More than ever, people are interested in living out their retirement years and beyond in their own home and comfortable surroundings rather than in a nursing home, assisted living facility, or hospital. 

Careful planning can allow for this situation to become a reality, but family members should always be aware of the best way to support a loved one who has the desire to stay in his or her home. This means thinking ahead about how other support structures, such as visiting family members or a paid individual who checks on your loved one every so often, can give peace of mind to everyone involved.

The first step in this process is to recognize that your loved one’s home as it stands now may not support his or her needs. Some modifications may be necessary in order to help your loved one live a more independent life. It may be worth scheduling a meeting with your family member’s doctor in order to better understand his or her needs and how some changes within the house might be both necessary and helpful.

Recognize that an outside individual in the form of companion support or a home health aide may be the extra level of help your loved one needs so that all the tasks of caregiving do not fall on family members, who may be unable to keep up with a consistent schedule or struggle with overwhelm.

Including all relevant family members as well as healthcare providers for your loved one in the plans for aging in place can allow you to see some of the pros and cons of this decision. Proper support and planning ahead can go a long way.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

Should You Gift Money to Your Children Now or Leave It to Them Later?

Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...

<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

What Happens to Your Financial Life When You Retire? A 12-Month Checklist

Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...

<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Your Mid-Year Financial Checkup: 6 Questions High-Net-Worth Families and Business Owners Should Ask

More than halfway through 2026, now is a smart time for business owners and high-net-worth families to review taxes, estate planning, cash, investments, insurance, and major life changes before year-end. August can be ...

<p>The post Your Mid-Year Financial Checkup: 6 Questions High-Net-Worth Families and Business Owners Should Ask first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>