FINANCIAL RESEARCH & RECOMMENDATIONS TO ELDERLY WIDOW

 

 

 

In Service to One, In Service to All
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FINANCIAL RESEARCH & RECOMMENDATIONS TO ELDERLY WIDOW

09/16/2019


Council: 10020 - No. WINDHAM

Project Description:

THE RESIDENT AT THE ABOVE ADDRESS IS A 91 YEAR OLD WIDOW IN POOR HEALTH AND LIVING ON A FIXED INCOME. SHE WAS RIGHTFULLY FEARFUL THAT SHE WOULD BE UNABLE TO FINANCIALLY REMAIN IN HER HOME OF 40 PLUS YEARS. MY WIFE AND I, ALONG WITH OUR DAUGHTER AND SON IN LAW, (with her permission) DID AN ANALYSIS OF HER ASSETS AND LIABILITIES AND WERE ABLE TO DETERMINE THAT IF SHE DIRECTED HER LIMITED INCOME TO CERTAIN ACCOUNTS SHE SHOULD BE ABLE TO REMAIN IN HER RESIDENCE INDEFINITELY. NEEDLESS TO SAY, SHE WAS VERY RELIEVED WHEN A PLAUSIBLE SOLUTION WAS PRESENTED TO HER. PORTIONS OF SEVERAL DAYS AND HOURS WERE SPENT RESEARCHING HER PARTICULAR SITUATION HOPEFULLY LEADING TO A LONGTIME SOLUTION.




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