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.
Estate Planning for Pets? 3 Famous Pet Inheritance Stories
A pet trust is a legal tool that can be put into place to ensure that your dog, cat, or other companion animal receives care even if you are no longer there to provide it. Consider three famous pet trust cases and the lessons you can learn so your furry family members can be protected through your plan.
Benefits and Drawbacks of Do Not Resuscitate (DNR) Orders
Do-not-resuscitate (DNR) orders have certain benefits, including patient autonomy and avoiding unnecessary suffering, as well as some disadvantages, such as potential for misinterpretations by health care providers.
