Estate Planning Strategies Support Aging Parents
An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents’ wishes, while retaining control for aging parents over financial and health-related matters.
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.
Estate Planning Checklist for 2024: A Comprehensive Guide
Estate planning is more than writing a will; it’s a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser’s article, “Estate Planning Guide and Checklist for 2024,” offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024. Understanding Estate Planning Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about…
Seniors Be Careful: Elder Financial Exploitation More than Doubled Since COVID
While we all hope to age gracefully, we need to prepare for the potential risks of aging as it relates to investing and financial wellbeing.
How to Protect Yourself from Online Fraud
Get a message offering help with a computer problem you didn’t think you had? It’s probably a scammer looking for your money and personal information.
How Do Special Needs Trusts Work?
Protect your adult children with disabilities using a special needs trust.
Celebrate World Down Syndrome Day
Families all over the world celebrate World Down Syndrome Day on the 21st day of March each year. This date was chosen to represent the 3 copies of the 21st chromosome present in most people with Down syndrome.
Is There More to Estate Planning Than Writing My Will?
One reason for having a will is to make sure your wishes are carried out. If you die “intestate” (without a will), your assets will be distributed by state law, not by your desires.
Estate Planning Tips for Aging Solo
So, what happens with your estate plans if you are not in a traditional nuclear family? There is quite a lot that can fall under the umbrella of a non-traditional family, and the recommendations will vary depending on your specific circumstances.
Post-Divorce Tax Planning for Women
The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.
