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2021

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December 30, 2021 What Taxes Have to Be Paid When Someone Dies?
Category: Tax Planning
December 29, 2021 How Can I Clean Up My Estate Plan?
Category: Estate Planning
December 28, 2021 How Do I Give My Children the Summer Home?
Category: Uncategorized
December 27, 2021 What Are the Major Signs of Blood Clots?
Category: Elder Care
December 27, 2021 Prince Philip’s Will: Are Royals Different Than Regular People?
Category: Uncategorized
December 21, 2021 What’s the Best Way to Mess up Estate Plan?
December 20, 2021 Should I Start Estate Planning Now?
Category: Estate Planning
December 20, 2021 Who Should I Name As Trustee
Category: Trusts
December 20, 2021 Do I Have to Pay Off Husband’s Debts After He Dies?
Category: Uncategorized
December 20, 2021 Will My Social Security Benefits Be Taxed
Category: Social Security Claim
December 14, 2021 How Do I Handle Mom’s Healthcare Needs as She Ages?
Category: Healthcare
December 14, 2021 Does a Trust Protect You From a Lawsuit?
Category: Trusts
December 14, 2021 Do Grandchildren Get Some of the Estate if Their Dad Dies Before Me?
Category: Inheritance
December 14, 2021 Will I Be Ready For Long Term Care
Category: Elder Care
December 09, 2021 Is Estate Tax Exemption Going to Change?
Category: Estate Taxes
December 08, 2021 How Can I Rescue My Retirement?
Category: Retirement
December 08, 2021 Do I Need a Living Trust?
Category: Trusts
December 07, 2021 How to Approach Parents About Estate Planning
Category: Estate Planning
November 30, 2021 You May Need A Durable Power Of Attorney
Category: Power of Attorney
November 30, 2021 What Should I Know Before Starting Social Security?
Category: Social Security Benefits
November 30, 2021 Does Anyone Know Where Your Money Is?
Category: Uncategorized
November 30, 2021 Do College Kids Need Estate Planning?
Category: Estate Planning
November 30, 2021 Can Cryptocurrency Be Inherited?
Category: Uncategorized
November 22, 2021 Should I Write My Own Will
Category: Wills
November 22, 2021 Doctors Say Not to Take Low-Dose Aspirin for Senior Health
Category: Uncategorized
November 21, 2021 What Can We Learn From Painter Bob Ross’ Business Succession and Estate Planning?
Category: Estate Planning
November 21, 2021 What Can We Learn From Painter Bob Ross’ Business Succession and Estate Planning?
Category: Estate Planning
November 21, 2021 Will Inheritance Be A Benefit Or Burden
Category: Inheritance
November 21, 2021 Can My Power of Attorney Change My Will?
Category: Uncategorized
November 16, 2021 Will There Be New Federal Funds For Home Care Services For The Elderly
Category: Elder Care, Medicare
November 16, 2021 What Are Biggest Blunders I Can Make in Retirement Planning?
Category: Retirement
November 16, 2021 Should You Put Your House in Your Child’s Name and Possibly Lose the Benefits of a Stepped-up Basis?
Category: Estate Planning
November 16, 2021 Alexa, How Can You Help Senior Health
Category: Senior Health
November 16, 2021 Don't Follow Queen Of Soul Think About Estate Planning
Category: Estate Planning
November 10, 2021 What Is a ‘Property Trust’?
Category: Trusts
November 10, 2021 What Do I Need to Do During Medicare Open Enrollment?
Category: Medicare
November 09, 2021 What Is “Income in Respect of Decedent?”
Category: Uncategorized
November 09, 2021 Do You Need a Revocable or Irrevocable Trust?
Category: Trusts
November 03, 2021 What Are Latest Trends in Senior Care Facility Design?
Category: Senior Health
November 03, 2021 How Does Medicaid Count Assets?
Category: Medicaid
November 03, 2021 How Does Influenza Become Life-Threatening and What Can I Do to Protect Myself?
Category: Uncategorized
November 03, 2021 Estate Planning Mistakes to Avoid
Category: Estate Planning
November 03, 2021 Do People Get Divorced After Age 65?
Category: Divorce
October 22, 2021 Is a Rollover IRA a Good Idea?
Category: IRAs
October 22, 2021 Is a Cup of Joe Help Healthy for Seniors?
Category: Uncategorized
October 22, 2021 What Shouldn’t I Eat to Save My Eyesight?
Category: Healthcare
October 22, 2021 What Does It Mean To Be An Adults Legal Guardian
Category: Estate Planning
October 22, 2021 How Do I Write a Will?
Category: Wills
October 19, 2021 What Should I Know About a Do-Not-Resuscitate Order or DNR?
Category: Healthcare
October 19, 2021 What Items Should Not Be Stored in a Safe Deposit Box?
Category: Uncategorized
October 19, 2021 Are Gen Z’s Ready for Estate Planning?
Category: Estate Planning
October 18, 2021 How Can I Conduct a Family Meeting About Family Wealth Planning?
Category: Uncategorized
October 18, 2021 Estate Planning for Special Needs Children
Category: Estate Planning
October 11, 2021 What Is a ‘Silent Heart Attack’ and What Are the Warning Signs?
Category: Elder Care
October 11, 2021 What Are the Worst Things to Leave in My Estate?
Category: Estate Planning
October 11, 2021 Where Do You Score On Estate Planning Checklist
Category: Estate Planning
October 11, 2021 Why Are The Elderly Making A Switch In Medicare Coverage
Category: Elder Care, Medicare
October 11, 2021 Can You Protect Yourself or Loved Ones From Financial Elder Abuse?
Category: Financial Abuse
October 06, 2021 Mega-IRAs Could Be a Source for New Public Policies
Category: IRAs
October 06, 2021 Common Mistakes in Claiming Social Security
Category: Social Security Claim
October 06, 2021 Benefit Controlled Trust May Be Answer to Protecting Legacy
Category: Benefit Controlled Trust
October 05, 2021 Death of Entertainer’s Brother May Have Impact on Estate
Category: Uncategorized
October 05, 2021 Can You Make Heirs Behave From the Grave?
Category: Uncategorized
September 29, 2021 Should I Keep My Life Insurance Policy?
Category: Life Insurance
September 29, 2021 What’s an Enhanced Life Estate?
Category: Life Insurance
September 29, 2021 What Should I Know About Cryptocurrency and Estate Planning?
Category: Estate Planning
September 27, 2021 How to Protect an Estate From a Rotten Son-In-Law
Category: Estate Planning
September 27, 2021 What’s a Pot Trust?
Category: Trusts
September 22, 2021 What Happens to Social Security Payments After a Person Dies?
Category: Social Security Benefits
September 22, 2021 How Do I Stay Clear of Mistakes When I Switch Medicare?
Category: Medicare
September 22, 2021 Do I Need to Update My Estate Plan?
Category: Estate Planning
September 21, 2021 States With the Best Tax Rates for Retirees
Category: Retirement, Tax Planning
September 21, 2021 What Kind of Trust Is Right for You?
Category: Trusts
September 14, 2021 How to Get Top Dollar for Home When You Downsize
Category: Uncategorized
September 14, 2021 What’s the Difference Between a Conservatorship and a Guardianship?
Category: Power of Attorney
September 14, 2021 What Happens If You Don't Name Beneficiaries
Category: 401Ks , Estate Planning
September 14, 2021 Do You Need Power of Attorney if You Have a Joint Account?
Category: Uncategorized
September 14, 2021 Am I Too Old to Get Life Insurance?
Category: Life Insurance
September 08, 2021 Is Assisted Living or Memory Care a Better Choice?
Category: Elder Care
September 08, 2021 What Not to Do When Creating an Estate Plan
Category: Estate Planning
September 08, 2021 Key Dates for Planning Retirement
Category: Retirement
September 07, 2021 How to Keep the Vacation Home in the Family
Category: Uncategorized
September 07, 2021 How Are Seniors Fighting Long-Term Effects of COVID-19?
Category: COVID
September 02, 2021 What Upgrades Can I Make to ‘Age in Place’?
Category: Elder Care
September 02, 2021 Do You Pay Income Tax When You Sell Inherited Property?
Category: Uncategorized
September 01, 2021 Why Did Texas Siblings Come To Blows Over Inheritance
Category: Inheritance
August 31, 2021 Has COVID Affected Baby Boomers’ Retirement Plans?
Category: COVID
August 31, 2021 Estate Planning for Couples With Big Age Differences
Category: Estate Planning
August 26, 2021 What Are My Best Estate Planning Moves?
Category: Estate Planning
August 26, 2021 What’s ‘Brain Fog’?
Category: Elder Care
August 26, 2021 What’s a Qtip Trust?
Category: Trusts
August 24, 2021 What Should I Know About Melanoma?
Category: Healthcare
August 18, 2021 When Should I Terminate an Irrevocable Life Insurance Trust (Ilit)?
Category: Life Insurance
August 18, 2021 Do Singles Need Estate Planning?
Category: Estate Planning
August 18, 2021 Will I See A Bump In Social Security Checks Next Year
Category: Social Security Claim
August 18, 2021 Can I Avoid Costly Medicare Mistakes?
Category: Medicare
August 17, 2021 How Is Insurance Used in Estate Planning?
Category: Estate Planning, Life Insurance
August 09, 2021 What Is the Worst Way to Withdraw From Retirement Account?
Category: Retirement
August 09, 2021 How Do You Survive Financially After Death of Spouse?
Category: Uncategorized
August 09, 2021 Does Estate Planning Vary by State?
Category: Estate Planning
August 09, 2021 Do You Need a Revocable Trust or Irrevocable Trust?
Category: Trusts
August 09, 2021 Can Britney Spears End Her Conservatorship?
Category: Uncategorized
August 06, 2021 How Do I Spot Elder Abuse?
Category: Uncategorized
August 05, 2021 How Do I Stop Heirs From Foolishly Wasting Inheritance?
Category: Inheritance
August 04, 2021 What Do I Need to Know About Second Marriage Estate Planning?
Category: Estate Planning
August 03, 2021 Have You Considered Estate Planning for Fido?
Category: Estate Planning
August 02, 2021 Do I Need Long-Term Care Insurance?
Category: Life Insurance
July 27, 2021 What Paperwork Is Required to Transfer the Ownership of Home to Children?
Category: Wealth Transfer
July 27, 2021 What’s the Latest on Country Star Charley Pride’s Estate?
Category: Uncategorized
July 27, 2021 Dental, Vision and Hearing Benefits Covered by Medicare?
Category: Medicare
July 27, 2021 Aging Parents and Blended Families Create Estate Planning Challenges
Category: Estate Planning
July 26, 2021 How to Prepare for Higher Taxes
Category: Tax Planning
July 20, 2021 Should You Claim Social Security Early?
Category: Social Security Benefits
July 20, 2021 Is It a Good Idea for a Living Trust to Be Beneficiary of IRA?
Category: IRAs
July 20, 2021 I’ve Been Appointed My Aging Parents’ Power of Attorney but What Now?
Category: Power of Attorney
July 20, 2021 Which Is Better For Estate Planning A Traditional Ira Or A Roth
Category: Roth IRA
July 19, 2021 Celebrity Estate Planning Mistakes
Category: Estate Planning
July 15, 2021 What Are Typical Estate Planning Documents?
Category: Estate Planning
July 15, 2021 Should You Add Someone to Your Bank Account or Have a Power of Attorney?
Category: Estate Planning
July 15, 2021 Who Receives An Inherited Ira After The Beneficiary Passes
Category: Inheritance
July 15, 2021 Can I Create a Stress-Free Asset Transfer?
Category: Uncategorized
July 15, 2021 Will The Girlfriend Get The Life Insurance Or The Wife
Category: Life Insurance
July 09, 2021 What Happens to My Mortgage When I Die?
Category: Estate Planning
July 09, 2021 What Are the Most Popular Estate Planning Scams?
Category: Estate Planning
July 09, 2021 What’s the Right Age to Start Estate Planning?
Category: Estate Planning
July 09, 2021 Reviewing Estate Plans Matters
Category: Estate Planning
July 07, 2021 Becoming a Client
Category: Uncategorized
February 16, 2021 Can You Believe Aging Parents Grow Stubborn and They Know It?
Category: Uncategorized

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