Estate Planning for Different Ages and Stages of Life
An estate plan works like the operating system on your phone or computer. It runs in the background. However, it needs occasional updates to keep the plan current.
November 6, 2022
How Is the Department of Health and Human Services Helping Caregivers?
The U.S. Department of Health and Human Services put forth a national strategy – the first of its kind – to support millions of family caregivers and address the challenges they face when caring for people with developmental disabilities or other health issues.
October 31, 2022
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
Factors to Consider when Picking Executor, Trustees and POAs
One of the biggest challenges that clients encounter during the process is deciding who to appoint as their trustees, powers of attorney, health care surrogates and executors.
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
