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.

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.

Just 34% of adult Americans have an estate plan, and 37% of respondents said they didn’t have a plan ready.

In Social Security parlance, ‘benefit’ and ‘payment’ are often used interchangeably. However, they do not mean precisely the same thing.

Doing some ‘upstream’ planning will take the guesswork out of what’s coming your way.

The Inflation Reduction Act of 2022 provides many benefits for retirees and older Americans.

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.

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.

Life insurance is often a cornerstone of a comprehensive estate plan, mainly when an estate consists of largely illiquid assets.