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Legg Mason

Displaying 9 results

Topic

Making the grade: continuing care retirement communities (CCRCs)

Four page worksheet for assessing the most appropriate type of CCRC for clients

Topic

Assessing your housing needs

Practical guide for investors to analyze and identify their housing needs as they age

Topic

Aging in place resources

Two page directory of resources for investors and advisers

Topic

Making the grade: assisted living facilities

Assisted living facilities are designed for individuals who need help with some activities of daily living such as bathing, dressing, cooking or taking medications.

Topic

Making the grade: skilled nursing facilities

Two page worksheet for assessesing the appropriate 24-hour nursing facility for clients

Topic

Myths and realities of aging

Two page "In general, don't generalize" guide

Topic

Making the grade: independent living communities

Two page worksheet for identifying the appropriate 55+ housing communities for clients

Topic

Making the grade: home safety assessment

14 page checklist for evaluating home safety

Topic

Aging and housing: Glossary of key terms

Eight page glossary of terms re: aging/housing