Estate Planning in the Face of Natural Disasters
The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.
Transfer-On-Death Accounts: A Useful Estate Planning Tool
A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
When, Why, and How to Talk About End-of-Life Care
By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.
Will You Owe a Gift Tax This Year?
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
Four Key Medicare 2025 Changes You Need to Know
Medicare is constantly evolving to adapt to the needs of older Americans, and several significant changes have been incorporated into the program for 2025.
New Law Supports Home Care, Caregivers for Military Veterans
On January 2, 2025, President Biden signed into law the Senator Elizabeth Dole 21st Century Veterans Healthcare and Benefits Improvement Act.
The Social Security Fairness Act: Will It Affect You?
The Social Security Fairness Act was signed into law on January 6, 2025, by President Biden. The bill will boost monthly Social Security benefits for nearly 3 million people.
Staying Safe in Winter Weather: Tips for Older Adults
Winter can be an enjoyable time of the year, but it can bring challenges, especially for older adults. Here are some ways seniors can stay safe and warm during the winter months.
Proper Retirement Planning Avoids Underestimating Care Costs
According to a 2024 study, nearly two-thirds of pre-retired individuals surveyed are underestimating their expected retirement health care expenses.