Aging Well: Enjoying Life on a New Scale

Where — and how — do you want to live after your work and family responsibilities are simpler and you can make choices just for yourself?

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Imagine finally having a reduced work schedule, fewer family responsibilities and being free to make your own choices. That’s what happened to Grimaldi & Yeung clients William and Flora Dubcek. They had spent time raising their children and then, caring for William’s elderly mother, with whom they shared a two-family home. Because they had been thrifty, they had a number of options. Cautious by nature, they came to Grimaldi & Yeung for help in evaluating their choices and planning so they would not be a burden on their own children. We helped the Dubceks:

  • Sell the two-family home, which was too big to meet their needs.
  • Consolidate their savings, including separate retirement finds and a variety of small investments, including funds they inherited from William’s mother.
  • Locate and purchase a smaller home in the same neighborhood.
  • Resolve an ongoing dispute with William’s sister regarding their mother’s estate.
  • Preserve their independence and financial well-being as they grow older.
  • Establish decision-making criteria to realize the cherished dream of a second home in rural Pennsylvania.

Now the Dubceks are enjoying their lives, confident that they won’t be a burden to anyone.

Elder Law

America’s population is aging rapidly. People are living longer than before, and the first of the Baby Boom generation is entering retirement. This creates a range of complex circumstances and issues, which challenge most families. These can include changes in health care needs and living arrangements as well as the transition from career to retirement which often includes part-time work.

Advance planning is a strategic way to handle these challenging circumstances. With the help of specially-trained professionals — such as elder law and estate planning attorneys — planning can give individuals a greater degree of control over what happens in their lives. Professionals can also be extremely helpful when family members find themselves coping with the unexpected or with a health emergency.

Whether you are in a position to plan ahead or need to address an urgent situation, the elder lawyers at Grimaldi & Yeung can put their unparalleled expertise to work for you. We want to be more than just your valued legal counselors; we want to be your trusted advisors and your advocates, helping you and your family make sound decisions, take effective action and gain peace of mind.

The key aspects of our Elder Law practice are listed below. Click on any of them to find out more.