Giving to My Favorite Charity in Estate Plan

December 20, 2022 | Estate Planning

Some people choose, upon their passing, to give their inheritance to a specific charity or organization. The great news is you don’t need a famous surname to give like a philanthropist.

Do I Need a Last Will and Testament?

December 19, 2022 | Estate Planning

A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.

What Common Health Problems are Linked to Risk of Alzheimer’s?

December 16, 2022 | Estate Planning

If your cholesterol or blood sugar levels are not where they should be — beginning as early as age 35 — you might be at higher risk for being diagnosed with Alzheimer’s disease later in life, according to a recent study.

What are Biggest Medicare Open Enrollment Mistakes?

December 15, 2022 | Estate Planning

Millions of retirees are in the thick of Medicare open enrollment, which runs from Oct. 15 to Dec. 7. However, many find the process challenging. Some don’t understand the difference between Original Medicare and Medicare Advantage, many are overwhelmed by Medicare advertising and only 4 in 10 people review their plan options each year, according to a July 2022 report from health care consulting firm Sage Growth Partners.

What Do I Need to Know If I’m Asked to Be a Guardian?

December 14, 2022 | Estate Planning

While it’s an honor to be asked to be the guardian of someone else’s children in the event of a tragedy, there are three key considerations before agreeing to be named guardian in estate documents.

Costly Mistakes Women Make with Social Security

December 13, 2022 | Estate Planning

Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.

Do Unified Credit Gift Tax Exclusions Work?

December 12, 2022 | Estate Planning

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’s More Important: Estate Plan or Trust?

December 9, 2022 | Estate Planning

Trusts and estates are the two main legal structures for transferring assets to your heirs and beneficiaries. Each works in critically different ways.

Does Taking a Lot of Pills Have Major Downside of Dementia?

December 8, 2022 | Estate Planning

Taking multiple prescribed medications at the same time may endanger your brain's health, a study finds.

Does New Feature on Alexa Together Help Seniors?

December 7, 2022 | Estate Planning

Amazon has added a "custom alert" to Alexa Together care service, which will allow pings to up to 10 caregivers when there's particular smart home activity.

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Giving to My Favorite Charity in Estate Plan

Do I Need a Last Will and Testament?

What Common Health Problems are Linked to Risk of Alzheimer’s?

What are Biggest Medicare Open Enrollment Mistakes?

What Do I Need to Know If I’m Asked to Be a Guardian?

Costly Mistakes Women Make with Social Security

Do Unified Credit Gift Tax Exclusions Work?

What’s More Important: Estate Plan or Trust?

Does Taking a Lot of Pills Have Major Downside of Dementia?

Does New Feature on Alexa Together Help Seniors?

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