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Health Care Decisions Day

National Health Care Decisions Day Inspires Vital Conversations

National Healthcare Decisions Day is April 16th. Take this opportunity to talk with your loved ones about your healthcare wishes.
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Estate Taxes

Can Estate Planning Reduce Taxes?

Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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Life Insurance Proceeds

How to File Tax Return When Mom Passes Away

No one likes doing taxes, but the task is even more daunting when filing a return for someone who has died.
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Individuals with Parkinson's Disease can still enjoy time outside with their family.

What are the Causes and Risk Factors of Parkinson’s Disease?

There are several known causes of Parkinson's disease (PD). This condition is associated with decreased amounts of dopamine in a small area of the brain ...
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How Can I Be Better Long-Distance Caregiver?

Long pandemic lockdowns forced many older adults to become comfortable with video calls to stay connected with family. That, in turn, means that long-distance caregivers ...
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estate planning to-dos

What are Top ‘To-Dos’ in Estate Planning?

The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of ...
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