Help for Clients Who Want Age in Place on Taxes, Technology and Medication

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Rosanne Roge, CFP, RFG, CSA

In our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. For most of our families, home is where the heart is; it is also where many of our family members would prefer to remain.

Many of the studies I have read find that older Americans prefer to stay in their own homes if they possibly can as they age. The National Association of Home Builders has professional Certified Aging In Place Specialists on staff who can assist in creating universal design techniques that will enable a loved one to remain in their home safely and independently.

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