Estate Planning in the Face of Natural Disasters
The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.
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.
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.
The Social Security Fairness Act: Will It Affect You?
The Social Security Fairness Act was signed into law on January 6, 2025, by President Biden. The bill will boost monthly Social Security benefits for nearly 3 million people.
What to Know About Medicare Annual Wellness Visits
Medicare is a complex program with many benefits. Knowing about the options available to beneficiaries will help you understand and navigate the system. Let’s look at Medicare’s annual wellness visits.
Avoiding 4 Main Obstacles to Digital-Era Estate Planning
Understanding which digital accounts you can legally leave to your loved ones is crucial. However, legally gaining access to digital assets can present challenges for anyone other than the original owner.
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.
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.
Report: The Current and Future State of Estate Planning
In a survey published this past fall, more than 1,000 participants aged 18 to 99 shared insights on their estate plans – or lack thereof. In fact, more than half said they have not consulted an estate planner regarding a trust or will.
Baby Boomers: Inheritance Conversations With Your Children
Not talking to your adult children about their inheritance comes at a cost. Do what you can to manage expectations for adult children as they forge their financial plans. Knowing their general inheritance situation can change their decision-making process and lead to better outcomes.
