Managing Your Loved One’s Legal Needs: A Checklist for Caregivers
Serving as a caregiver may require you to oversee your loved one’s legal affairs. A recent article on AARP’s website addressed this issue and included a legal checklist for Caregivers. Here are the...
A Look at America’s Most Popular Pension Plan: Social Security
Approximately 50% of elderly Americans receive at least half of their income from Social Security. Let’s take a look at this important program and some of the changes we will see this year. ...
Five Ways President Biden’s Tax Plan Could Impact Your Finances
Although President Biden outlined his tax plan during the presidential campaign, conventional wisdom held that Republicans in the Senate would block the implementation of his agenda. Now that Democrats...
Myths and Misconceptions About Coronavirus Vaccines
The development of several vaccines to help combat the spread of COVID-19 is welcome news. However, the remarkable speed with which these vaccines were developed has led to skepticism and misconceptions...
Now Is a Good Time to Review Your Estate Plan
For many of us, the holidays are a time to reflect upon the changes that have taken place over the course of the year. ...
What is the Difference Between a Will, a Living Will, and a Pour-Over Will?
These three legal documents have similar names but they are quite different in terms of the estate planning goals they help you accomplish. ...
Your Legacy is More than Just the Money You Leave to Loved Ones
When we hear the word legacy, many of us think of money left to people and institutions that have come to mean the most to us over the course of our lives. But your legacy is much more than that. ...
Giving to Charity Wisely During the Holidays
As we enter the holiday season, many of us will consider making gifts to charity. It is estimated that nonprofits receive 40 percent of their annual donations between Thanksgiving and New Year’s Day. ...
As Part of National Family Caregivers Month, Caregivers Should Remember to Care for Themselves
November is National Family Caregivers Month. It is a time to honor those who provide care to ailing loved ones, and to remind caregivers about the importance of caring for themselves. ...
The Proper Planning Mix for Blended Families, Continued
Last time we looked at planning for blended families in general terms. Now let's discuss some specific trusts that you might want to consider. ...