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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

REVEALED: When downsizing does a continuing care retirement community make sense | Rare Historical Photos

Two retired couples drink wine and laugh together.

In 2015, I was teaching a class on estate planning at a local continuing care retirement community. During the audience-participation section, I asked the attendees if they had recently updated their documents. A woman in a wheelchair who'd appeared to be asleep for the entire class, yelled, “None of your (bleeping) business.”

She may have had a point, but it was the last time I raised my hand to teach at that community.

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