Off the Cliff and Bumping Up Against the Ceiling (Panel)

1/23/2013 @ 11:19:AM By Moynihan_Lyons

Maureen Lyons joins Marcia L. Campbell, CPA and John R.  Soward, CPF, CPA to discuss how recent legislative changes can affect your financial and estate planning.

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Safe Aging Now

11/29/2012 @ 9:22:AM By Moynihan_Lyons

J. Terrence Moynihan presentation at The Cancer Center at Riverside Community Hospital.

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Safe Aging Now – Strategic Planning for Safe Aging

10/26/2012 @ 12:05:PM By Moynihan_Lyons

Most people deal with aging issues in a reactive and uncoordinated way. Typically, they resort to tactics that have some short-term benefit but work against them over the long term. This is especially true in the area of financial decision-making.
Safe and successful aging requires a comprehensive, coordinated, and pro-active strategy for managing, health, finances, and personal autonomy. If the senior suffers from a long term illness, a strategic approach is imperative, especially if the illness involves cognitive impairment.

Safe Aging Now (SM) is a strategic planning program developed by Moynihan Lyons, PC to help seniors age successfully.

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Strategic Planning for Safe Aging

10/26/2012 @ 11:58:AM By Moynihan_Lyons

Maureen Lyons presentation to ongoing Caregiver support group regarding the strategies for safe aging.

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PROBATE PROCESS FROM A TO Z

11/28/2011 @ 10:38:AM By Moynihan_Lyons

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Safe Aging Now

10/27/2011 @ 10:38:AM By Moynihan_Lyons

Join Maureen Lyon for an informative seminar at Olive Grove Retirement Resort in Riverside,  CA.  She will be discussing the 3 components of Strategic Planning for Safe Aging.

Does your estate plan “really” address your needs when it comes to health, finance and autonomy?  Learning how a strategic plan using custom drafted trusts and powers of attorney can make a real differnce in the quality of your senior years.  Learn, too, about qualifying for the VA Aid and Attendance Benefit and other government benefits.

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Aging Safely

6/15/2011 @ 10:33:AM By Moynihan_Lyons

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10 Critical Questions You Should Ask Yourselves & Your Clients About Being Healthy, Wealthy & Wise

4/26/2011 @ 11:49:AM By Moynihan_Lyons

J. Terrence Moynihan presents to the Care Community on issues of critical importance regarding Safe Aging. Knowledge is power. So is planning. Good planning requires more than “filling in the blanks” regarding Who? What? When? and Where?. Learn how-to have those discussions that help your clients address these critical issues.

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Money Matters: Avoiding Common Pitfalls in Estate Planning

4/6/2011 @ 2:34:PM By Maureen Lyons

A common misconception people have about estate planning is that they don’t have enough assets for a plan. The simple truth? Everyone needs to have an estate plan. One purpose of a plan is to direct distribution of your assets, but a good plan can do so much more. For starters, it can spell out who will care for your children and pets, who will make decisions when you can’t speak for yourself, and what kind of medical care you want, or don’t want, when the time comes. In this installment of the Money Matters series, an estate planning attorney will walk you through the ABCs of creating or updating your plan.

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Safe Aging & Long Term Care Planning

2/11/2011 @ 3:06:PM By Moynihan_Lyons

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