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How to Pay for Care without Going Bankrupt

What Do Seniors Say About Aging in Place?

Older man experiencing social security fraud with Artificial Intelligence

For all the pain and disruption caused by COVID-19, at least one benefit appears to have come out of the pandemic for seniors: Their confidence about aging in place has soared!

What about House Contents when Someone Dies?

Probate includes distributing possessions from the home.

It is quite a tragedy when a loved one passes away. You may want to remember them by keeping sentimental objects from their home, or perhaps they wanted you to inherit a specific item.

What Is the Purpose of a Pet Trust?

Pet Trusts

Many well-off pet owners have left millions of dollars to their cats, dogs and even chickens—perhaps most notoriously Leona Helmsley, who left US$12 million when she died in 2007 to her white Maltese dog Trouble.

What are the Tax Brackets for Next Year?

Tax Brackets 2023 Estate Tax Inheritance Tax

People pay many different kinds of taxes. You file an income tax return every spring, pay sales taxes when you buy things and pay property taxes if you own a home. These taxes apply to nearly everyone.

It Is Important to Update Your Estate Plan

Multigenerational Family on a couch. Grandparents may need assisted living.

Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?

What Is Social Security Increase in 2023?

social security 2023

The government has announced a change that may help ease the pain for those who depend on Social Security, along with two others that will affect those who are still working.

How Did Olivia Newton-John Plan Her Estate?

Olivia Newton-John Estate Planning

Olivia Newton-John would have celebrated her 74th birthday on September 26. The Cambridge-born star earned millions for her efforts in music and entertainment, and a staggering final act of charity saw Newton-John’s family splitting their inheritance with her charities.

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