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How to Pay for Care without Going Bankrupt

Can You Prevent Family Fights over Inheritance?

Avoid family squabbles over inheritance.

In early 2022, Bloomberg News reported that Americans can expect to inherit $72.6 trillion over the next quarter century—more than twice as much as a decade ago. With so much potential generational wealth on the line, there is always a risk that it will become the subject of a dispute.

How Will Social Security Change Next Year?

Social Security COLA Benefits

Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.

Estate Planning for a Changing Economy

Changing Economic Times

One goal of estate planning is to bring some certainty to a multitude of variables. Recent increases in inflation, interest rates and market volatility, however, are causing some experts to reassess their options.

Did Loretta Lynn have an Estate Plan?

Loretta Lynn Estate Planning

Country music icon Loretta Lynn passed away at the age of 90 on Tuesday, October 4th. The renowned singer had reportedly planned her funeral service before her death.

Can You Gift Money on Your Deathbed?

Estate Taxes - Deathbed gift

One sure-fire way your clients can reduce the size of their taxable estate is to give gifts to loved ones while they’re still alive. But when are ‘deathbed gifts’ considered to be complete for estate and gift tax purposes?

Caring for Your Aging Dad

Aging Dad Estate Planning

Aging dads fall into two categories: those who adapt to change even if it means allowing others to help, and those who refuse to give up any kind of control. How can you help, when it becomes clear that Dad needs you, and your roles begin to reverse?

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