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.
December 27, 2022
Blog Articles
Does Estate Plan Need a Trust?
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.
December 26, 2022
How Charitable Giving Benefits the Giver
With a charitable tax deduction, you can donate to a good cause and cut your tax bill at the same time.
December 23, 2022
Do I Need a Last Will and Testament?
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.
December 22, 2022
What are Biggest Medicare Open Enrollment Mistakes?
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.
December 21, 2022
Candidate Is in Hot Water with Singer Tom Petty’s Estate
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.
December 20, 2022
Costly Mistakes Women Make with Social Security
Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.
December 19, 2022
What Is Life Expectancy of a Person with Alzheimer’s?
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?
December 16, 2022
Can You Prevent Will from Being Contested?
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.
December 15, 2022
Does New Feature on Alexa Together Help Seniors?
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.
December 14, 2022
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