When Can Gifts or Donations Be Made for You?
Many older adults enjoy giving money during their lifetime to family members or donations to a religious or charitable organizations.
February 7, 2023
Why Change the Executor of Your Will?
While you may draft a will assuming that your choice of executor won’t change, there are different reasons why making a switch may be necessary.
February 6, 2023
Can Hearing Aids Have a Cognitive Benefit for Seniors?
Restoring hearing loss with hearing aids or cochlear implants was linked with less long-term cognitive decline and even some gain, a systematic review and meta-analysis showed.
February 3, 2023
Coolio Had No Will…You Should
When the rapper Coolio died in September, he joined a group of notables that includes Prince, Howard Hughes and Pablo Picasso—all of whom died without specifying who should inherit their money and estate.
February 2, 2023
How Do High Interest Rates Impact Estate Planning?
When the 7520 rate is low—as it has been for 15 years—opportunities for good planning abound. However, what about when the rate is high? Few estate planners have needed to ask themselves that question until very recently.
January 27, 2023
What Is a Digital Asset for Estate Planning?
At any given time, the average American maintains between 30 and 50 online accounts. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.
January 25, 2023
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 23, 2023
What’s New in SECURE Act 2.0?
In the dark of the night, snuggled within the 4,000+ page Omnibus Bill meant to keep the machine of government well-oiled, lies a passage that may change the future of retirement saving.
January 18, 2023
Beneficiary Mistakes to Avoid
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 16, 2023
What are the Big Takeaways for Social Security in 2023?
2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’
January 13, 2023