Archive for the
‘Life Planning’ Category

How to Make Sure Your Charitable Stock Donation Goes Smoothly

How to Make Sure Your Charitable Stock Donation Goes Smoothly

For investors who want to have a positive impact in the community, stock market rallies and year-end bring an opportunity to donate appreciated assets to your favorite charity. In addition to making a difference for the receiving charity, donating such assets provides you with tax benefits. People most frequently donate common stock. If the stock [...]

January 28, 2021

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by: Cyndi Sprague

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Categories: Estate Planning, Life Planning, Mission Trust: Behind The Scenes

Can I Stay In My House If Someone Else Is Trustee?

Can I Stay In My House If Someone Else Is Trustee?

Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]

October 12, 2020

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by: Leah Geistfeld

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Categories: Aging, Caring for Your Parents, Estate Planning, Life Planning, Retirement Life, Retirement Planning

New Rules for IRAs: The SECURE Act Changes Options for IRA Beneficiaries and More

New Rules for IRAs: The SECURE Act Changes Options for IRA Beneficiaries and More

Did you spend your career socking away money in a Traditional IRA or roll your 401k over into a Traditional IRA after you retired? A Traditional IRA is one of the most common ways that our clients save for retirement. On December 19, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act [...]

March 3, 2020

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by: Leah Geistfeld

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Categories: Estate Planning, Life Planning, Retirement Planning

What Boomers Should Do About All Their Stuff

What Boomers Should Do About All Their Stuff

Last year, E*Connect featured a story that went viral at the NextAvenue.org site:  “Sorry, Nobody Wants Your Parents Stuff.”  The writer returns with suggestions for Boomers about how they can deal with their stuff using a legacy-based approach.  Some of us at Mission are working on this, too! NextAvenue.org

June 21, 2019

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by: admin

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Categories: Aging, Life Planning, Retirement Life

New Support from Medicare

New Support from Medicare

Hospice services are widely recognized by patients and families alike to be beneficial.  Unfortunately, individuals who could benefit from the services wait unnecessarily long to seek hospice support.  New efforts by Medicare may help shift this experience by allowing patients to have hospice support while seeking curative treatment. NextAvenue.org

June 21, 2019

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by: admin

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Categories: Aging, Caring for Your Parents, Life Planning, Retirement Life

Getting Out Ahead of Dementia

Getting Out Ahead of Dementia

I'll Be Me (2014) is the touching documentary about legendary singer/songwriter Glen Campbell and his experience with the onset of Alzheimer’s disease. One of the great positive messages in Glen Campbell’s story is how his family and friends helped him get out ahead of his Alzheimer’s diagnosis. Doing so made everyone’s experience with the situation [...]

May 21, 2018

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by: Susan Ernsky

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Categories: Aging, Life Planning, Retirement Life