Download the 2024 Medicare and You Handbook
Looking for information about Medicare and what’s new in 2024? Medicare is health insurance for people 65 or older. Learn about the Medicare parts of coverage, options, costs, and how and when to enroll. You are eligible to sign up for Medicare three months before your 65th birthday. The U.S. Department of Health and Human […]
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Questions to Ask Before Meeting with an Estate Planning Attorney
Prior to making an appointment with an estate planning attorney, ask yourself a few questions to come prepared to the meeting. If you don’t know the answer, come with prepared questions for your attorney. Doing this will ensure the best use of your time and money. What makes up my estate? Your estate consists of […]
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How to Select an Executor
Are you thinking about drafting your will and working on your estate plan? Is this causing you to weigh your choices when it comes to naming an executor? When it comes to identifying the person whom you want as the executor of your estate, you will want to grant this duty to an individual […]
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Medicaid’s Long-Term Care Spousal Impoverishment Rules
The prospect of long-term care often brings with it many financial concerns. As we experience our declining health or that of an aging family member, we begin to realize that long-term care needs at home or in a facility could be necessary. When looking into local senior home care services and skilled nursing facilities, […]
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Survey Highlights the High Costs of Long-Term Care
The prospect of long-term care often brings with it many financial concerns. As we experience our declining health or that of an aging family member, we begin to realize that long-term care needs at home or in a facility could be necessary. When looking into local senior home care services and skilled nursing facilities, […]
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Taxes and Divorce
If you are ending a marriage, you are likely feeling a lot of sadness, confusion, dissatisfaction, and unhappiness. In addition to all the emotions that arise in the face of separation and divorce, you may be wondering about how this will impact your taxes as you prepare to file. What happens when the IRS […]
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Heirs and Contingent Beneficiaries
When the Titanic went down in 1912, several women chose to remain on board with their husbands. One was Ida Straus, whose family co-owned Macy’s Department Store. Although Titanic-scale disasters are extraordinarily rare, you should nevertheless include a contingency beneficiary in your will or trust in case life or death serves up something unexpected. […]
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Medicare Benefits 2024: 5 Positive Changes for Seniors
More than 65 million seniors across the country benefit from Medicare, a government health insurance program. When Does Medicare Start? At age 65, you become eligible for Medicare if you are a U.S. citizen. You do not have to wait until you retire to apply for the program. You can enroll in Medicare beginning three […]
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Grandchildren, Trusts, and Estate Planning
One of the most preferable ways of leaving assets behind for your grandchildren is to name them as beneficiaries in your will or a trust. Trusts are useful because they make it possible for you to control your assets even after your die. Through a trust, you can state how you want the money […]
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Considerations When Inheriting a House
Inheriting property is commonplace. Your parents or other family member may have left you a home or a piece of land in their Will. Now that you own this new place, what are the right steps to ensure that everything is properly taken care of? Talk to a tax professional. The best thing you can […]
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Guidance for Making Medical Decisions
Medical decisions are highly personal choices, and they are relatively easy to make when your mental faculties are still with you. But with the possibility of illnesses that can rob you of your decision-making skills, how do you know that your personal wishes are being considered while family members are making decisions about your […]
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