Which Trust Is Right for You?
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.
September 21, 2021
Difference between Conservatorship and Guardianship
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
September 14, 2021
Taking Medicare or Employer’s Health Plan
Should we take Medicare or keep an employer health plan?
September 9, 2021
Choosing between Assisted Living or Memory Care
Learn about two common senior living types—assisting living and memory care—and how to determine the best care for your elderly parent or spouse.
September 8, 2021
Solutions to help Seniors live Well
Americans are getting older. (I feel it — don’t you?) In fact, the Population Reference Bureau estimates that the number of Americans aged 65 and older will nearly double from 52 million in 2018 to 95 million by 2060.
September 1, 2021
Estate Planning for Couples with Big Age Differences
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
August 31, 2021
Consider an Estate Planning Checklist
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
August 30, 2021
Creating a Trust for a Dependent Adult
Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.
August 19, 2021
The most common Medicare Mistake
Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could factor into their medical coverage.
August 18, 2021
Women should plan for Long-Term Care
Who needs long-term care insurance … and who might be able to do without it?
August 13, 2021