Important Masterclass
How to Pay for Care without Going Bankrupt

Should I Consider a Reverse Mortgage?

Undiagnosed Dementia

Reverse mortgages continue to be one of the most misunderstood retirement and long-term planning tools. Many myths surround the reverse mortgage program.

What Happens If an Unmarried Partner Dies?

unmarried couples estate planning complicated

A proper estate plan will help those left navigate the disposition of assets and the probate court system, especially for unmarried couples and some married same-sex couples.

How Can I Be Better Long-Distance Caregiver for Dad?

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 have a better way to see how their loved ones are faring.

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

estate planning to-dos

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 advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.

Do I Need an Estate Plan If I’m Single?

Aging Solo

If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.

Can I Be Paid for Caring for a Loved One?

Crisis Planning Medicaid

Your chances of getting paid to be a family caregiver are best if you are caring for a U.S. military veteran or for someone eligible for Medicaid, but other possibilities exist.

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