Baby Boomers and Beyond: Working Far Past Retirement Age
Takeaways A growing number of Americans are working past traditional retirement age, often due to financial necessity but also for engagement and purpose. Working later
6 States to Pilot Prior Authorizations for Original Medicare
Takeaways A new pilot program will introduce prior authorizations for certain Original Medicare services in six states, effective January 2026. According to proponents, the program
Why Bruce Willis’s Family Moved Him into a Separate Home
Takeaways Making the difficult decision to move a loved one into a care facility often becomes necessary when home care can no longer meet complex health
Get Social Security Benefits by Check? Prepare for Change
Takeaways The Social Security Administration’s move to phase out paper checks for benefits payments requires most recipients to switch to electronic payments by September 30, 2025. This
How to Know When to Update Your Estate Plan
Takeaways Your estate plan should be updated regularly, particularly after major life events (e.g., marriage, divorce, birth of a child, death of a loved one),
Finding a Reputable Funeral Home
Takeaways Amid past incidents of misconduct, it’s crucial to thoroughly vet funeral homes by checking licenses, reviewing morticians’ credentials, and visiting facilities in person. Federal
What Most People Don’t Know About Durable Powers of Attorney
Takeaways A durable power of attorney is a legal document that allows a trusted individual to make financial or health care decisions on your behalf
One Common Estate Tax Error That Could Cost You
Takeaways Many families make the costly mistake of not filing an estate tax return when the first spouse dies, even when no taxes are due.
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.
