Can Estate Planning Reduce Taxes?
Upstream basis planning is a trust strategy that can save wealthy people on their capital gains taxes and income taxes associated with highly appreciated assets.
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.
Navigating Long-term Care Challenges: A Useful Guide for Women
Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
Can Caregiver Burnout Be Prevented?
Providing care for an aging relative or loved one is often physical and emotionally challenging. Learn how to recognize the early signs of burnout – and how to prevent it.
Estate Planning Strategies for a Family Business
Effective estate planning ensures the longevity of your family business by addressing succession, tax efficiency and governance for future generations.
Creating a Senior Life Plan to Reduce the Burden on Loved Ones as You Age
A senior life plan can reduce the burden on loved ones by addressing medical, financial and legal needs before they become urgent.
Money Tips for the New Year
If you want to look back on 2025 with great satisfaction, here are some financial moves you might make now or soon.
Required Minimum Distribution Changes for 2025
New withdrawal requirements for inherited IRAs create tax planning challenges for beneficiaries.
Asset Protection Planning Strategies to Protect Seniors from Financial Scams
The heartbreaking story of a retired therapist who lost nearly $600,000 to an elaborate scam underscores the need for asset protection strategies to safeguard seniors from increasingly sophisticated financial fraud schemes.
8 Major Medicare Changes for 2025: What You Need to Know
“It’s the first time in the history of the Medicare program that people have a cap on how much they could have to pay out-of-pocket” Meena Seshamani, M.D., Director of the federal Center for Medicare. Several provisions of the Inflation Reduction Act of 2022 related to Medicare will be implemented in 2025. Medicare is evolving, […]
