Redefining the Second Half: How to Master the Retirement Transition of Time, Money, and Purpose

Many people identify themselves with their work — but when someone is no longer working, they default to labeling themselves as “retired.”
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.
Estate Planning for Blended Families

Traditional, simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
Older Singles Can Plan to Protect Themselves

Aging solo is about those individuals who are widowed or not married, live alone and have no family or none they can count on. They are going through the last years of their lives on their own. It can be just fine until one’s health declines and the usual activities and access to friends get out of reach.
How to Protect Against Financial Risks & Exploitation

The idea of asset protection for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.
Why Is it Important to Have an Estate Plan?

Whatever stage of adult life you’re at—no matter your net worth—you need a will.
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.
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, […]
How to Avoid a Will Contest in Six Steps

Good communication together with strategies like no-contest clauses and competency verification can help you avoid a will contest.
Choose Wisely When Naming an Agent with a Power of Attorney

Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on misuse of a power of attorney do exist.