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.
What Do I Need besides a Durable Power of Attorney for Healthcare?
A power of attorney (POA) is a powerful thing. A financial power of attorney document allows an appointed person to make financial, legal and property decisions on another individual’s behalf.
How Can I Avoid Family Fighting in My Estate Planning?
One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents' estate plan.
Why Everyone Needs an Estate Plan
If you think of estate planning as something only ultra-wealthy people need to do, you're not alone. That's a common misconception.
Will the Pandemic Affect My Social Security?
If you are turning 60 in 2020, the pandemic could do more than interrupt your party plans. It could also lower the amount you’ll receive when you file for Social Security.
Do I Qualify as an Eligible Designated Beneficiary under the SECURE Act?
What Is an Eligible Designated Beneficiary?
Can I Disinherit Anyone I Want?
So, you’ve decided that a family member won’t be getting an inheritance, after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.
How Can I Protect Assets from Creditors?
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.