What are Home Caregiving Options for Parents?
Family caregivers cannot do all things all the time. Recognizing when you need outside help is good for you, and also for your loved one.
January 14, 2022
Ways to Avoid a Succession Fight
In coming years, millions of Baby Boomers — those born between 1946 and 1964 — are expected to retire in the U.S. In fact, by some estimates nearly a quarter of this country’s population will be aged 65-or-older within a few decades.
January 13, 2022
Understanding how a Life Estate works
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes.
January 12, 2022
Avoid Password Problems in Estate Planning
Creating a list of digital accounts and instructions on how to gain access to them is now akin to having a traditional will or a trust in estate planning.
January 11, 2022
Young Adults should have a Will
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
January 10, 2022
Naming Beneficiaries is Vital to Your Planning
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
January 7, 2022
Trust provides more Protection than TOD
Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.
January 6, 2022
What Happens to HSA when Owner Dies?
Do you know what happens to your HSA after you die? Health savings accounts, called HSAs for short, function differently than most other kinds of accounts.
January 5, 2022
Non-Grantor Trusts can be Useful
One of the most useful estate planning tools is a trust, which can be used to create a legacy of wealth and protecting assets. One question to consider when creating one, is whether a grantor or non-grantor trust is more appropriate. A non-grantor trust is any trust that is not a grantor trust.
January 4, 2022
Costs of Long-Term Care can be Challenging
The costs of long-term care for older adults can be significant. Federal Medicare health insurance benefits do not cover most of these costs. Most people who incur costs for long-term care cover them with a combination of personal savings, long-term care insurance and Medicaid, among other sources.
December 30, 2021