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Reasons Reviewing Your Will Ensures That Your Estate Plan Reflects Your Current Wishes

Photo of a Last Will and Testament with a pen.

Reviewing your will is something that many people know they should do but often put off. However, various life circumstances and legal changes can significantly impact your estate planning needs. Ensuring that your estate plan, including your will and other estate planning documents, reflects your current situation is essential for peace of mind and securing your beneficiaries’ future. Why Is it Crucial to Review Your Will Regularly? Your will is not a static legal document. As your life changes, so also might your wishes regarding how your assets are distributed after your death. It’s common for relationships, financial circumstances and…

Can I Avoid Costly Medicare Mistakes?

Elder Financial Abuse

Workers who are nearing age 65 and have health insurance through their job may want to consider how Medicare could factor into their medical coverage.

Special Needs Planning

Disability Planning

Estate planning should always be customized to each individual creating a plan. This is particularly important when planning for beneficiaries with disabilities.

Social Security Cost of Living (COLA) Modest Increase in 2024

Social Security COLA increases for 2024

Social Security COLAs are tied to the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W), a measure of price changes for a selection of goods and services, including food, energy, and medical care, that is reported monthly by the federal Bureau of Labor Statistics.

Drawbacks to Medicare Advantage Plans

Shower Chair needed when Medicare Advantage discharges too quickly

If you have a Medicare Advantage plan and require a brief stay at a nursing home or rehabilitation facility, you could be in for an unpleasant surprise, according to a Kaiser Health News report.

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