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.
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.
