What You Need to Know about Long-Term Care
As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.
October 5, 2021
Learn about Estate Planning in Your New State
When moving to a new state, you may have to sever some or all of your ties to your former state. Half measures can leave you open to tax claims by your former home state.
October 5, 2021
What are Biggest Mistakes in Estate Planning?
As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.
October 5, 2021
Can You Make Heirs Behave from the Grave?
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
October 5, 2021
Medicare or My Employer’s Health Plan better Option?
Should we take Medicare or keep an employer health plan?
October 5, 2021
Should I Keep My Life Insurance Policy?
For many, there are potential benefits to continuing a life insurance policy or purchasing certain types in retirement, when it comes to taxes, estate planning and long-term care. Here are some ways to use a life insurance policy that you may not know about.
September 26, 2021
Prepare for 2021-22 Changes in Tax Laws and Possible Retroactivity
As we enter into a new era of tax code proposals from the Biden administration, it’s important to be thinking about what those changes may mean when planning for the upcoming tax season and retirement.
September 26, 2021
What Happens If You Inherit a House with a Mortgage?
If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?
September 26, 2021
Should I agree to Be an Executor of an Estate?
Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.
September 20, 2021
What Social Security Errors Do Woman Frequently Make?
Women face unique challenges when planning for retirement. Making these mistakes can result in less income.
September 20, 2021
