Blog
- February 18, 2025
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.
- February 18, 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.
- February 18, 2025
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.
- February 18, 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.
- January 6, 2025
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.
- January 6, 2025
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.
