Steps to Take When a Loved One Dies
When a member of your family dies, you could be left to pick up the financial pieces. Finding all the information you need can be challenging.
What Can I Do to Plan for Incapacity?
As part of your financial and estate planning, you should make arrangements for your care, in case you become incapacitated.
Elder Abuse Continues as a Billion-dollar Problem
The official figure for elder financial fraud used by a congressional committee is around $3 billion a year, but that’s based solely on reported cases of fraud. Other estimates are 10 times that much.
Fearing COVID-19, Older People Alter Their Living Wills
Fearing COVID-19, Older People Alter Their Living Wills Fearing COVID-19, Older People are Altering Their Living Wills. Minna Buck, 91, had been following the craze surrounding COVID-19. Last month, Buck decided to revise a document specifying her wishes if…
How Family Businesses Can Prepare Now for Future Tax Changes?
Coupled with the upcoming presidential election, small to mid-sized business owners are faced with a slew of financial decisions that could impact the wealth of their business and the legacy they leave to their successors.
What Should I know about Financial Powers of Attorney?
Has a loved one named you their financial power of attorney? Are you ready to take on all the responsibilities that entails? Hopefully, you won’t be called into action anytime soon, but with the coronavirus pandemic continuing, it’s something to think about.
Do I Need an Estate Plan with a New Child in the Family?
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
What Is a ‘Survivorship’ Period?
Survivorship periods don’t usually surpass 60 days. If this period surpasses 120 days, it could put the tax-free estate transfer of assets to a surviving spouse at risk.
What are the Details of CMS’s New Booklet?
Federal officials have unveiled a new toolkit to help states expand telehealth coverage under Medicaid and the Children’s Health Insurance Program (CHIP) to fight the Coronavirus pandemic.
Nearly one-third of Americans dealing with lower income due to coronavirus outbreak.
Nearly one-third of Americans dealing with lower income due to coronavirus outbreak. James Royal Investing and wealth management reporter The coronavirus crisis is having a profound impact on the financial lives of Americans, despite the efforts by many to cut…