Why Don’t Most American have an Estate Plan?
Just 34% of adult Americans have an estate plan, and 37% of respondents said they didn’t have a plan ready.
October 31, 2022
Why Would My Social Security Payments Be Cut?
In Social Security parlance, ‘benefit’ and ‘payment’ are often used interchangeably. However, they do not mean precisely the same thing.
October 31, 2022
What Is Upstream Planning?
Doing some ‘upstream’ planning will take the guesswork out of what’s coming your way.
October 31, 2022
Inflation Reduction Act Puts Prescription Drug Relief in Sight for Seniors
The Inflation Reduction Act of 2022 provides many benefits for retirees and older Americans.
October 24, 2022
Should I Have a Trust in My Estate Plan?
A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust.
October 24, 2022
What Do I Need to Do When a Loved One Dies?
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
October 24, 2022
What’s Being Done to Help Seniors Age in Place?
It’s common for older adults to leave their homes and move into a new living space – like a family member’s house, assisted living facility, or nursing home – but a recent effort by the U.S. Department of Housing and Urban Development is hoping to change that and help older homeowners instead age in place.
October 24, 2022
How Does an Irrevocable Life Insurance Trust Work?
Life insurance is often a cornerstone of a comprehensive estate plan, mainly when an estate consists of largely illiquid assets.
October 24, 2022
What Factors Impact Social Security Check?
How much money will be in your Social Security retirement check, and how much can you keep? For retirees, these are burning questions.
October 19, 2022
What Is an Estate Plan?
Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.
October 17, 2022
