Monterey Trust Management
2035, 11.5 million Americans will be over the age of eighty-five – more
than double today’s number – and seniors will be living longer than ever
before. Call it what you will – the graying of America, the age wave,
elder boom or death of the boomer – but one thing is certain: our
society must evolve to provide appropriate care for our growing elder
Like most seniors, Frank and Shari want to remain in their home forever.
Their thoughtful planning is impressive, no doubt, but does a reverse
mortgage really fit into a financial plan? Planning, whether financial
or legal, is more likely to be successful if you consider all possible
options and develop strategies to deploy should something go off course.
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