What Should I Know about Conservatorships?
Seeking a guardianship for a loved one is a decision that shouldn’t be taken lightly. Here’s how the process works.
February 25, 2022
What’s a Medicaid Annuity?
It’s not uncommon for older couples to reach a point when nursing home care is needed for one spouse — and the cost isn’t something they were prepared for.
February 25, 2022
Do You Have to Go through Probate When Someone Dies?
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
February 24, 2022
How Does the Caregiver Tax Credit Work?
There are actually several tax credits and deductions available to adult children who help look after their aging parents or other relatives.
February 24, 2022
Should I Delay Claiming Social Security?
When you begin claiming affects how much money you get from the program, and once you’re receiving checks, it’s difficult to undo your decision.
February 24, 2022
What Is Aetna Doing to Help Seniors Age in Place?
America’s biggest health care companies continue to focus on home-based care and aging in place, in 2022. Hopefully other insurers will follow with their plans soon.
February 12, 2022
Should I Withdraw more than the RMD from my IRA?
Sometimes only taking the minimum IRA distribution can be a costly mistake. When deciding how much to withdraw this year, you need to consider the big picture. For some people, it makes sense to go big.
February 11, 2022
What are Common Mistakes People Make with Living Trusts?
Of course, just because you have a living trust doesn’t mean you are all set. Here are a few of the most common mistakes people make with their living trusts.
February 11, 2022
Write a Letter of Instruction for Loved Ones
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
February 11, 2022
What Legal Terms in Estate Planning do Non-Lawyers Need to Know?
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
February 11, 2022
