Estate Planning
SECURE Act has Changed Special Needs Planning
An applicable multi-beneficiary trust can solve some–but not all–of the challenges that the new act presents.
January 26, 2021
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Elder Law
What Kind of Estate Planning Mistakes Do People Make?
Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.
January 25, 2021
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Estate Planning
What Legal Documents Should You Have?
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
January 24, 2021
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Estate Planning
Should I Create Estate Plan Myself?
The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.
January 22, 2021
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Elder Law
Can I Recognize Signs of Dementia?
Many families have experienced the rollercoaster of emotions watching a loved one slowly start to subside to dementia or Alzheimer’s, but it’s important to realize that you and your loved ones are not alone.
January 21, 2021
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Elder Law
Have Your Parents Planned Carefully for Retirement?
According to Pew Research, roughly 13 percent of self-employed workers in single-person firms reported participating in retirement plans at their current jobs, compared to almost three-quarters of traditional workers.
January 20, 2021
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Estate Planning
When Should You Start Filing for Social Security Benefits?
Choosing when to file for benefits is a critical decision that will affect your monthly retirement income for the rest of your life.
January 19, 2021
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Elder Law
What are Common Diseases Facing Seniors Hospitalized for COVID-19?
Medicare data reveals which chronic conditions make seniors especially vulnerable to ending up in the hospital due to the coronavirus.
January 15, 2021
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News
What Should I Know about the Seniors Fraud Prevention Act?
Two Florida congressmen saw their proposal battling fraud against seniors clear the U.S. House.
January 14, 2021
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Elder Law
Is the Pandemic Motivating People to Do Estate Planning?
Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.
January 13, 2021
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