1 day ago4 minMistakes to Avoid When Dealing With BeneficiariesThere is a good chance that a beneficiary is listed in your retirement account, will, or trust. A beneficiary is an individual (or legal...
May 173 minDo You Have a Plan for a Pandemic?The outbreak caused by the 2019 novel coronavirus was named by the World Health Organization (WHO) on February 11, 2020. The coronavirus...
May 103 minThe Importance of a Letter of InstructionWhether you are drafting your first estate plan or have one already in place, it's important to include a letter of instruction (LOI) in...
May 34 minA List of Ten Resources for Independent SeniorsIncreasingly, America's aging population is made up of tech-savvy baby boomers. By 2030 all boomers will have hit 65 years of age,...
Apr 262 minYou Inherited a Timeshare and Here’s What You Need to DoThe resort agent suggested Mom and Dad should leave the timeshare to their children in a deed so, when the parents passed, their children...
Apr 192 minThe Importance of Home Improvements for Aging in PlaceAs the population ages, most Americans want to remain living in their homes and in their communities as long as possible. As a result,...
Apr 123 minThe Fiduciary Rule ExplainedThe Fifth Circuit Court of Appeals ruled that the United States Labor Department did not have the authority to create the fiduciary rule...
Apr 54 minHow Life Insurance Is Involved With Estate PlanningInitially, life insurance may seem to have no bearing on how your assets should be handled in an estate plan. However, life insurance can...
Mar 294 minHow to Plan For Generational Wealth TransferIt is crucial to plan how to preserve your inheritable legacy so that its aggregate will remain for future generations. There are always...
Mar 224 minPrepare for a Medical Crisis by Learning Your Parents’ Aging StrategiesAdult children in the United States often live a long distance away from their parents. Managing aging parents or in-law medical events...
Mar 153 minThe Role of Caregiving in a Time of CrisisAs a caregiver, caring for a loved one in a crisis is a challenge, and the ongoing COVID-19 pandemic makes preparation more important...
Mar 84 minNursing Homes and the AARP COVID-19 DashboardIn the face of the widespread spread of COVID-19 among nursing home residents and staff, lacking accurate data pinpointing potential...
Mar 84 minThe Importance of Estate Planning for Young AdultsIn general, young adults, even those with professional careers older than thirty, think they are too young to consider estate planning....