On this episode, Vi Sr. Community Relations Manager, Pam Fultz talks with three residents of Vi senior living communities who made their decisions, at least somewhat based on a relative who has also resided in the community. We explore what it means to be a “legacy resident.”

In this episode, they discuss:

• What it means to be a "legacy resident" at a continuing care retirement community (CCRC)
• How family members influenced residents’ decisions to choose Vi communities
• The emotional and practical benefits of living near or following a relative into senior living
• Social activities and wellness programs that enhance community life
• Unique stories of friendships that transcend generations
• The inclusive and welcoming environment for both couples and single residents
• Residents’ experiences during the COVID-19 pandemic and how the community supported them

Memorable Quotes:

• “It was an easy decision when there were so many beautiful amenities and activities.”
• “There was never any doubt in our minds that this was the place we would come.”
• “Friends can become almost like family.”
• “You have to work hard at not feeling good because it's so pretty and there are so many things you can do.”

Resources:

• Vi at La Jolla: https://www.viliving.com/communities/ca/la-jolla-vi-at-la-jolla
• Vi at Bentley Village: https://www.viliving.com/communities/fl/naples-vi-at-bentley-village
• Find out more about Vi Living at our Website: https://www.viliving.com/

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Senior Living Straight Talk, host Pam Fultz, Senior Community Relations Manager at Vi, welcomes back Ed Wollman, Estate Planning Attorney and Founding Partner of Wollman, Gehrke & Associates, P.A. Ed shares critical updates on estate planning and wealth transfer laws that will take effect in 2026, providing practical strategies for individuals and families looking to protect and preserve their wealth. He emphasizes the importance of proactive planning in light of new legislation, including the significant "OB3" bill.

Listeners will gain insights into tax exemptions, charitable giving techniques, trust revisions, and the shifting landscape of income tax planning. Ed offers expert advice on how to adapt strategies now before the end-of-year deadlines, ensuring clients can maximize benefits before potential changes in the law.

In this episode, they discuss:

• Key provisions of the OB3 (One Big Beautiful Bill) legislation impacting estate and gift tax laws
• Increased estate and gift tax exemption limits and what they mean for individuals and couples
• The strategic role of Qualified Charitable Distributions (QCDs), bunching strategies, and Roth conversions
• Updates to trust planning, including step-up in basis and general powers of appointment
• Benefits of charitable lead trusts and charitable remainder trusts in estate planning
• Why income tax planning is now as crucial as estate tax planning
• Asset protection strategies using irrevocable trusts

Memorable Quotes:

• "Permanent doesn't always mean forever when it comes to tax law. Now is the time to plan."
• "If your accountant doesn't know what a QCD is, run to another accountant."
• "Charitable planning isn't just about giving—it's about giving smart."
• "The best defense to getting punched in the face is not being there in the first place."

Resources:

• Estate Planning Audit, OB3 Special Report, and upcoming newsletter: https://www.probate-florida.com/
• Find out more about Vi Living at our Website: https://www.viliving.com/

Hosted on Acast. See acast.com/privacy for more information.

In this episode of Senior Living Straight Talk, host Pam Fultz welcomes back Jamie Shapiro, founder of Silver Linings Transitions, Certified Senior Advisor, and Certified Senior Move Manager. Jamie shares expert advice on how seniors and their families can preserve cherished memories through photo organization and restoration. From digitization tips to emotional considerations, this episode provides a step-by-step guide to tackling what can often feel like an overwhelming task.

Listeners will learn practical tips to preserve fading photos, digitize memories for future generations, and organize family archives with confidence and ease. Whether preparing for a move or simply hoping to safeguard family history, Jamie offers guidance that is both actionable and compassionate.

In this episode, they discuss:

• Why older photos deteriorate and how to prevent loss
• The emotional and practical value of organizing family photos
• Digitizing options: smartphone apps, scanners, and professional camera scanning
• How to sort and prioritize photos using the A-B-C method
• Strategies to avoid feeling overwhelmed during the process
• Tips on backing up digital files and the importance of redundancy
• How to use meta-tagging and digital photo frames to bring photos to life

Memorable Quotes:

• “Perfect is the enemy of done.”
• “If you ask most people what they’d grab in a fire, it’s the photos.”
• “Preserve them, preserve them. We want to stop the disintegration.”
• “There are so many creative things we can do now with photos.”

Resources:

• Silver Linings Transitions: https://www.silverliningstransitions.com/
• The Photo Managers: https://thephotomanagers.com/
• Google PhotoScan App: https://play.google.com/store/apps/details?id=com.google.android.apps.photos.scanner
• SmugMug Photo Sharing: https://www.smugmug.com/
• Find out more about Vi Living at our Website: https://www.viliving.com/

Hosted on Acast. See acast.com/privacy for more information.