QuickPlan: For Your Health-Finances-Assets-Heirs
QuickPlan is here for expedited estate planning during the COVID crisis. Learn more about how to protect your health, finances, assets and heirs.
Five Topics to Discuss With Your Spouse Before You Retire
You may have a vision for your retirement, but does your spouse share that vision? Spouses often disagree about many key retirement details, so it is important to work together to come up with a plan you both can accept.
When Planning Your Estate, Don’t Let the Perfect Be the Enemy of the Good
There are many unknowns when planning an estate, but you can’t let the uncertainties get in the way of creating any kind of plan. Having an imperfect plan is usually better than having no plan at all.
Will Medicare Cover a Coronavirus Vaccine?
With the coronavirus pandemic disrupting life across the United States, the only way for the country to return to normal is an effective vaccine. When a vaccine is available, Medicare will cover the cost.
Caregiver Contracts: How to Pay a Family Member for Care
Although many people are willing to voluntarily care for a parent or loved one without any promise of compensation, entering into a caregiver contract with a family member can have many benefits.
Transferring Assets to Qualify for Medicaid
Transferring assets to qualify for Medicaid can make you ineligible for benefits for a period of time. Before making any transfers, you need to be aware of the consequences.
When Buying a Medigap Policy, It Really Pays to Shop Around
Medigap policies that supplement Medicare’s basic coverage can cost vastly different amounts, depending on the company selling the policy, according to a new study. The findings highlight the importance of shopping around before purchasing a policy.
May Someone With Dementia Sign a Will?
Millions of people are affected by dementia, and unfortunately many of them do not have all their estate planning affairs in order before the symptoms start.
Make Sure Your Beneficiary Designations Match Your Estate Plan
Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of your estate plan.
5 Ways Your Will Can Become Useless, Or Close to It
Is having an out-of-date will better than having no will at all? While wills do not have expiration dates, certain changes can render them useless.