Will We See a Bump in the COLA for Social Security Next Year?
Thanks in part to the economic impact of the COVID-19 pandemic, don't bank on a big cost-of-living adjustment (COLA) for your Social Security benefits in 2021.
How Can I Help with My Grandchild’s College Tuition?
Part of estate planning includes helping with the ever-escalating costs of education for children and grandchildren.
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
Estate Planning for Asset Distribution
The distribution of some of our assets can be governed by contracts. Examples of these contracts include life insurance, investment accounts, bank accounts and trusts.
How to Make Beneficiary Designations Better
Beneficiary mistakes can result in retirement plan assets being transferred to unintended beneficiaries.
What Happens If I Don’t Fund My Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
Why Did Trump Consider Reforming Long-Term Care Insurance?
Two years ago, the Trump Administration quietly began a review of the nation’s long-term care (LTC) insurance system, focused primarily on ways to enhance private coverage.
A Four-Decades Long Social Security Scam Finally Ends
In February, Social Security officials calculated that a woman who was sent monthly checks for decades was 114 years old. The problem? The lifelong New Yorker died more than 40 years ago—and may never have seen a penny of her retirement checks totaling nearly a half-million dollars.
What Is a ‘Caregiver’ Agreement?
As family members age and require care, the burden of that care often falls on an adult child. For those that leave jobs to care for family members, it can become a financial hardship for the family.