How Does a Spousal Lifetime Access Trust Work?
Making plans for the events of the future not only saves your family time and money but will also provide peace of mind to you
May 23, 2023
What to Do When a Spouse Dies
“Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.” The death
May 18, 2023
Caring for Your Aging Mom
Mom’s aging. And the faithful caregiver who has been there for you throughout your life may now be starting to show signs of aging like
May 8, 2023
Protect Your Elderly Parents from Scammers
Scam artists often target older adults, partly because they have amassed greater wealth.
May 3, 2023
What Is Probate?
Unless they’ve experienced it themselves, most people don’t know what happens after the funeral is over and mourners return to their lives. A recent article
April 28, 2023
What to Know About Being a Health Care Proxy
When you assume the role of the health care proxy of a loved one, you make crucial medical decisions on their behalf. If your loved
April 24, 2023
National Healthcare Decisions Day
National Healthcare Decisions Day is April 16. Sponsor of The Conversation Project, The Institute for Healthcare Improvement uses this date to remind the public of
April 14, 2023
What Is a Pooled Trust, and How Can It Protect My Benefits?
In certain situations, beneficiaries of programs like Supplemental Security Income (SSI) and Medicaid may be at risk of losing their benefits. For example, if they come
April 10, 2023
Can a Revocable Trust Protect Assets from Creditors?
With a revocable trust, you are typically both the founder and the trustee. This means that you both create the trust and manage its assets and operations.
March 20, 2023
Is There a Limit to Social Security Tax?
Once your earnings exceed a specific amount, you can stop paying into Social Security for the rest of the year.
March 20, 2023
