Estate Planning Mistakes to Avoid
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
From time to time, it’s good to review why having a complete, up-to-date estate plan is so important.
Trusts are sometimes offered as a ‘cure all’ solution to estate planning problems. It is true that some issues lend themselves to the use of trusts.
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.
Millions of retirees are in the thick of Medicare open enrollment, which runs from Oct. 15 to Dec. 7. However, many find the process challenging. Some don’t understand the difference between Original Medicare and Medicare Advantage, many are overwhelmed by Medicare advertising and only 4 in 10 people review their plan options each year, according to a July 2022 report from health care consulting firm Sage Growth Partners.
After the 2022 midterms, the estate of late songwriter Tom Petty tweeted a statement that condemned the use of Petty’s 1989 hit “I Won’t Back Down” in one failed gubernatorial campaign.
Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.
My dad just got diagnosed with dementia, and I’m worried about his quality of life in the future—and I’m scared this could shorten his life. How long do people live on average after a dementia diagnosis?
From contentious relatives to scam artists, wills are not immune to the threat of a contest. If you have an inkling such a fight could be in your estate’s future, here are some ways to limit the risk.
Amazon has added a “custom alert” to Alexa Together care service, which will allow pings to up to 10 caregivers when there’s particular smart home activity.