Essential Masterclass
How to Pay for Care without Going Bankrupt

Can Cryptocurrency Be Inherited?

Digital Assets Cryptocurrency

If you’re merely dipping your toe in cryptocurrency, it can be hard to imagine your crypto as something worth talking to an estate attorney about. But that $100 in fun money could grow to a significant percentage of your total investments, sometimes overnight.

Before They’re Gone—Estate Planning Strategies

IRA Inheritance Changes

If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.

What Is the Social Security Increase for 2022?

Tax Strategies

A large 5.9% cost-of-living adjustment is coming to Social Security beneficiaries in 2022. That means the average monthly retirement benefit will go up by $92 per month. Exactly how much more money you will see may depend on the amount of Medicare Part B premiums.

What Do I Need to Do During Medicare Open Enrollment?

Medicare Open Enrollment

It’s hard to escape the Medicare ads that fill the airways each fall, when insurance companies vie for beneficiaries’ attention during the annual open enrollment period. Running from Oct. 15 through Dec. 7, this period is when the more than 63 million Medicare beneficiaries can pick a new Medicare Part D drug plan, a new Medicare Advantage plan, or switch from Original Medicare into a Medicare Advantage plan or vice versa.

What are Latest Trends in Senior Care Facility Design?

Senior Housing Design Trends

The senior care industry has undergone tremendous change recently. While senior care operations may be reshaped and reimagined, the same is occurring to the physical buildings and layouts of senior care communities. New trends are emerging, many of which will likely have a lasting impact on the industry.

Is a Rollover IRA a Good Idea?

Uncertainty News

With Covid-triggered changes in the economy and more people taking early retirement or changing jobs, there has been a surge in rollovers from 401(k)s to individual retirement accounts.

Will Inflation Ruin My Retirement?

IRA Secure Act

As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.

Long-Term Care Costs

credit card debt paid by adult child?

As retirees live longer, many worry about outliving their savings. However, many older Americans haven’t planned for a looming expense: the cost of long-term care.

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