Will You Owe a Gift Tax This Year?
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
Staying Safe in Winter Weather: Tips for Older Adults
Winter can be an enjoyable time of the year, but it can bring challenges, especially for older adults. Here are some ways seniors can stay safe and warm during the winter months.
Four Key Medicare 2025 Changes You Need to Know
Medicare is constantly evolving to adapt to the needs of older Americans, and several significant changes have been incorporated into the program for 2025.
Transfer-On-Death Accounts: A Useful Estate Planning Tool
A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
Estate Planning Takeaways from the 2025 Heckerling Institute
We’re sharing our top takeaways from the Heckerling Institute on Estate Planning, one of the preeminent gatherings for the latest on estate planning.
Love Your Pet Day: Estate Planning and Your Companion Animal
Did you know that February 20 marks National Love Your Pet Day each year? You might consider it the perfect occasion to ensure they will have the care they need into the future.
Estate Planning for a Vacation Home
If you are fortunate enough to own a vacation home, you need to figure out what will happen to it after you are gone.
Unpaid Family Caregiving Is Worth a Six-Figure Salary
As the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. For family caregivers, this role comes at a substantial cost.
Medicaid Applicants: Protecting Your Healthy Spouse in 2025
Each year, the feds issue updated guidelines outlining how much of a couple’s assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.
Entering and Leaving Medicare Advantage Plans
You generally must be enrolled in Medicare Parts A and Part B before you can enroll in a Medicare Advantage plan. To join a Medicare Advantage plan, contact the plan and ask if it is accepting new member enrollments or if it has a waiting list.