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
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
Why It’s Important to Update Your Estate Plan
It is a common misconception that once the estate plan is prepared and executed, it does not require any further attention.
March 20, 2023
Does Healthy Lifestyle Have an Impact on Memory Decline?
Memory decline was slower for older adults who had a healthy lifestyle, even for people with high genetic risk for Alzheimer’s disease, data from a Chinese study showed.
March 13, 2023
What Do I Need to Know If I’m Getting an Inheritance?
Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to remember.
March 13, 2023
What Is Included on a HIPAA Authorization Form?
A HIPAA authorization is a detailed document in which specific uses and disclosures of protected health are explained in full.
March 10, 2023
How to Protect Loved Ones from Being Disinherited
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
March 3, 2023
