Spring Cleaning for Your Estate Plan: Review and Revise
Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.
DetailsCreating an estate plan is not a one-time task. As your life changes, so should your estate plan.
DetailsThe recent struggles of former talk show host Wendy Williams have brought significant attention to the complexities and potential pitfalls of guardianship arrangements.
DetailsCryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.
DetailsMedicaid can provide seniors with financial assistance for home care services. However, since the federal government and the individual states run Medicaid jointly, benefits coverage is different in each state.
DetailsA 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.
DetailsMedicare is constantly evolving to adapt to the needs of older Americans, and several significant changes have been incorporated into the program for 2025.
DetailsWinter 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.
DetailsIf 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?
DetailsWe’re sharing our top takeaways from the Heckerling Institute on Estate Planning, one of the preeminent gatherings for the latest on estate planning.
DetailsEach 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.
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