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Money Tips for the New Year

Create or renew estate plans in 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.

Don’t Fall for These Medicaid and Estate Myths

Husband caregiving for his wife - Medicaid Myths

Since estate issues, one way or another, affect everyone over time (since death does) and since Medicaid planning has for many years been a topic of popular conversation—and popular misconceptions in the U.S., it is not unusual that both subjects have generated misunderstandings and, in some cases, folklore that has persisted.

8 Major Medicare Changes for 2025: What You Need to Know

Social Security and Medicare Cards

“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 Dia de los Muertos Can Improve Your Estate Planning

Dia de la Muertos decor with text.

What is Dia de los Muertos? Dia de los Muertos, or Day of the Dead is a celebration to honor deceased ancestors and loved ones. Observed on November 1st in the United States, Dia de los Muertos originated in Mexico, but similar observances (All Souls Day, All Saints Day, Obon Festival (Buddhist), Pchum Ben Day […]

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