How to Know When to Update Your Estate Plan
Updating your estate plan regularly helps ensure that your assets are distributed as you intend, your beneficiaries are properly provided for, and your chosen decision-makers are still able and willing to serve.
What to Do When Someone Is Contesting a Will
If someone contests a will, there are steps both the beneficiaries and the executor (the person named to carry out the terms of the will) can take.
How Charitable Remainder Trusts Fit into an Estate Plan
A charitable remainder trust is an estate planning tool that blends philanthropy with financial strategy, allowing you or your beneficiaries to receive income for a set term while remaining assets eventually go to a charity.
How to Use an Annuity in Your Individual Retirement Account
Qualified Longevity Annuity Contracts (QLACs) offer people one way to manage their income, reduce risk, and preserve the dream of a comfortable retirement.
Pairing Medicare Coverage With Your Current Health Insurance
Navigating Medicare alongside other health insurance types requires understanding which plan pays first to avoid penalties or coverage gaps.
Older Adults Struggle to Meet the Dual Burden of Housing and Care
A new report shows that many older adults struggle to afford the long‑term care services they need on top of covering their housing costs.
Approaching Retirement Age? View the Senior Happiness Index
Caring.com has released its 2025 Senior Happiness Index, which sheds light on the states where seniors are the most content, enjoy the most connection with others, and live the longest.
Why Aren’t More Older Adults Thinking About Long-Term Care?
A recent survey of American adults aged 50 to 94 finds that many seniors are unprepared for the financial and logistical aspects of long-term care, with widespread misconceptions about coverage options.
Last Wills and Testaments: More Frequently Asked Questions
August is National Make a Will month — a fantastic opportunity to learn more about this essential type of estate planning tool.
Estate, Long-Term Care Plans Under the ‘Big Beautiful Bill’
Here’s a breakdown of several top-level takeaways from the ‘One Big Beautiful Bill,’ a “once-in-a-generation” piece of legislation poised to shape generational wealth and family plans for decades to come.
