It Is Important to Update Your Estate Plan
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?
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.
Do Ultra-Processed Foods Make a Big Difference in Cognitive Decline?
Middle-age people who ate more ultra-processed foods — white bread, candy bars, cookies, frozen meals and soda, for example — were modestly more likely to have subsequent cognitive decline, a prospective study in Brazil showed.
How Did Olivia Newton-John Plan Her Estate?
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.
How Will Social Security Change Next Year?
Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.
Are You Ready for 2026?
Because once 2026 arrives, many of the tax adjustments that were part of the 2017 Tax Cuts and Jobs Act (TCJA) are expected to expire.
Estate Planning for a Changing Economy
One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.
IRS Announces New Lifetime and Gift Tax Exemptions
The Internal Revenue Service Today announced new inflation-adjusted limits for 2023 that will allow well-off individuals to transfer much more to their heirs tax free during life—or at death.
Did Loretta Lynn have an Estate Plan?
Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.
Can I Retire in a Bear Market?
It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
