Act Quickly to Protect an Estate
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
What Is a Marital Trust and How Does It Work?
What Is a Marital Trust and How Does It Work? Javier Simon, CEPF® JUL 24, 2019 A marital trust is a type of irrevocable trust that allows you to transfer assets to a surviving spouse tax free. It can also shield…
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN!
WHY YOUR DIGITAL ASSETS NEED A PLACE IN YOUR ESTATE PLAN! By Kevin P. Sweeney, JD, CFP® Home|Good to Know|Why Your Digital Assets Need a Place in Your Estate Plan As the world goes increasingly digital, many of us…
What Should I Remember when My Parents Move in with Me?
Moving elderly parents into your home can bring daunting challenges and unexpected closeness. Over the past 20 years, parents living with their adult children has become increasingly common.
Can Older American Workers Help Alleviate Workforce Needs
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
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…
Don’t Wait Until Your Parents Become Incapacitated to Plan for Your Future!
Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Don't Wait Until Your Parents Become Incapacitated to Plan for Your Future! Have you ever been concerned about an older relative who seems to be making bad decisions?…
What is a Disability Panel and How Does it Work?
What is a Disability Panel and How Does it Work? What is a Disability Panel and How Does it Work? Aging can be both rewarding and challenging. With age we gain the wisdom we wish we would have had…
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again!
I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! I’m NOT in a Low-Income Bracket, I Couldn’t Possibly Qualify for Medicaid, Think Again! Think you make too much money to be eligible for Medicaid? Have…
Seniors; Is is time to Downsize?
Seniors; Is is time to Downsize? Senior-Friendly Guide to Downsizing BY MYMOVE Updated February 22, 2021 Seniors; Is is time to Downsize? Most seniors know that there will come a day when they’ll have to downsize, either to simplify their…