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.
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.
Estate Planning: Should I Divide My Assets Equally?
Even if your children get along well, the distribution of your assets can require conflict resolution skills. Without previously experiencing any significant conflicts, even close siblings can struggle to maintain happy family relationships when settling your estate.
New Year’s Resolution: Get That Estate Plan Done
Visiting an attorney to get your estate plan done is one New Year’s resolution that you should definitely keep. None of us knows whether or when we may find ourselves seriously injured or sick.
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.
14 Essential Questions to Ask Aging Parents This Holiday
With multiple generations getting together for holiday meals, gift exchanges and quality time, these annual gatherings present an opportunity to broach sensitive but important topics with your aging loved ones.
2024 Annual Gift and Estate Tax Exemption Adjustments
With the arrival of the new year, revisions to the annual gift tax and estate tax exclusions will be going into effect, as recently announced by the Internal Revenue Service.
Is an Independent Living Facility Right for Me?
An independent living facility is a housing arrangement that caters to older people, usually aged 55 and older. Some people may refer to these facilities as 55-and-over communities, active adult communities, or retirement communities.
