Caregiving in a Time of Crisis A caregiver tending to a loved one, a care partner, during a crisis is challenging, and the continuing COVID-19 pandemic deems that being prepared is more important than ever before. Caregivers must balance the…
How Do I Manage a Will and Trust A last will and testament is used to point out the beneficiaries and trustees and the legal professionals you want to be involved with your estate when you have passed, explains this…
What a Will Can and Cannot Do for You When Making the Right Choice for Your Estate Plan A will is a legally binding directive stating who will receive your property upon your death and is an important part of…
The April 2020 unemployment rate for workers 55 and older rose to 13.6 percent though many of these Americans want to work. COVID-19 restrictions and associated layoffs account for some unemployment increase, but so does the lack of employment opportunities…
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 March 19th, 2019 How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in…
Should I Worry about Medicaid Estate Recovery? What is It? The Medicaid Estate Recovery Program (MERP) may be used to recoup costs paid toward long-term care. It’s designed to help make the program affordable for the government, but it can…
How Do I Use a Charitable Remainder Trust with a Large IRA? Since the mid-1970s, saving in a tax-deferred employer-sponsored retirement plan has been a great way to save for retirement, while also deferring current income tax. Many workers put…