What Is a 529 Plan?
What Is a 529 Plan? A 529 plan is an investment account that offers tax benefits when used to pay for qualified education expenses for a designated beneficiary. You can use a 529 plan to pay for college, K-12 tuition,…
Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama.
Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama. Tina Turner Settled Estate Matters Years Before Death to Avoid Family Drama.Sources revealed that Tina started getting her final will in order in 2021. The singer feared her…
What Happens to Airline Points & Miles After You Die?
What Happens to Airline Points & Miles After You Die? What Happens to Airline Points & Miles After You Die? If you’ve begun the important task of preparing your Estate Plan, you may want to consider what to do with…
Lawmaker Revives the Expanding Veterans’ Options for LTC Act
Lawmaker Revives the Expanding Veterans' Options for LTC Act Lawmaker Revives the Expanding Veterans' Options for LTC Act. A bipartisan bill recently reintroduced to Congress seeks to support senior military veterans in living more independently as they age. The number…
Federal Government Seeks to Improve Long-Term Care Industry
Federal Government Seeks to Improve Long-Term Care Industry Federal Government Seeks to Improve Long-Term Care Industry. The Biden Administration has directed federal agencies to improve access to high-quality, affordable long-term care for seniors, people with disabilities, and veterans. Citing a…
What Assets Should I Keep Out Of My Trust
What Assets Should I Keep Out Of My Trust What Assets Should I Keep Out Of My Trust. The process of funding your living trust by transferring your assets to the trustee is an important part of what helps your…
Does Medicare Pay for Assisted Living?
Does Medicare Pay for Assisted Living? Does Medicare Pay for Assisted Living? A Comprehensive Guide to Coverage. Many seniors and their families believe Medicare will cover the costs of assisted living. However, this isn’t entirely true. While Medicare pays for…
Up Before SCOTUS: The Consequences of Not Paying Property Taxes
Up Before SCOTUS: The Consequences of Not Paying Property Taxes Up Before SCOTUS: The Consequences of Not Paying Property Taxes. On April 26, 2023, the U.S. Supreme Court heard oral arguments in a case that involves an elderly former homeowner…
How Can You Help Minimize Estate Taxes.
How Can You Help Minimize Estate Taxes. How Can You Help Minimize Estate Taxes. If estate taxes and estate planning haven't been top of mind for 2023, now might be the time to start thinking about them. It's true that…
The Dangers of “Do It Yourself “Estate Planning
The Dangers of DIY Estate Planning The Dangers of "Do It Yourself "Estate Planning. While it may be tempting to save some money and plan your estate by yourself, it is likely not a good idea. Estate Planning is full…