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How to Pay for Care without Going Bankrupt

What Is a Life Estate?

Older couple holding a model house and smiling.

A life estate is a type of property ownership or tenancy that grants an individual the right to use and enjoy a property for the remainder or their life. It gives an ownership interest to someone else.

What Is New Proposed Law about Medicare?

US Capital Building new Medicare legislation

U.S. Rep. Blake Moore (R-UT) has joined congressional colleagues in offering proposed legislation that would provide Medicare recipients faster access to breakthrough medical devices approved by the U.S. Food and Drug Administration (FDA).

What’s New in SECURE 2.0 Act of 2022?

Business News - SECURE Act 2.0

In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.

How Do Unified Credit Gift Tax Exclusions Work?

Hands passing a nest egg through three generations.

Gift taxes and estate taxes are only applied if your bequeathed assets exceed a certain dollar amount. Here’s a look at what the unified tax credit is, how it relates to gift or estate taxes and who this credit impacts.

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 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.

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