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Newsletter Articles

Three Types of Trusts to Plan for Minor Children and Grandchildren

Balancing Act: What Matters Most to You?

Ladies You Need a Plan

Unique Gift Ideas that Benefit You Too

The Pros and Cons of Probate

When Are Children Eligible for Social Security Benefits?

Social Security and Medicare Financial Outlooks Improve Slightly Due to Rebounding Economy

Medicare Enrollment Period Extended for Those Who've Been Getting a Busy Signal

Which States Have Been Hardest Hit by the Nursing Home Staffing Crisis?

Caiming social security benefits at age 70

When Can Someone Be Declared Legally Incompetent?

IRS Issues Long-Term Care Premium Deductibility Limits for 2022, and They Look Pretty Familiar

In 2022, Social Security Beneficiaries Will See the Biggest Increase in 39 Years

Online Survey Helps Older Adults Assess Their Financial Vulnerability

Britney Spears Case Puts Renewed Focus on Guardianships and Less Restrictive Alternatives

You May Be Overestimating Your Social Security Benefits

Non-Borrowing Spouses of Reverse Mortgage Holders Receive Expanded Protections

How You Can End Up in Medicare's Donut Hole, and How You Get Out

Medicaid Recipients Have a Little More Time to Spend Down Their Stimulus Money

Ability to Withdraw Money Early from Retirement Plan Without Penalty Expires at the End of the Year

IRS Issues Long-Term Care Premium Deductibility Limits for 2021

8 Tips for Having 'The Talk' with Elderly Parents

Long-Reviled Military 'Widow's Tax' Is Finally Being Phased Out

Some Nursing Homes and Assisted Living Facilities Are Snatching Residents' Pandemic Relief Checks, FTC Warns

What Can You Do to Protect Your Loved One in a Nursing Home During the Pandemic?

How Secure Is Social Security?

New Law Makes Big Changes to Retirement Plans

What to Do If You Are Appointed Guardian of an Older Adult

Will My Advance Directive Work in Another State?

What Is the Difference Between a Living Will and a Do-Not-Resuscitate Order?

When Inheriting Property, Consider Your Options

A Modest Social Security Increase for 2021

Using Estate Planning to Prepare for Medicaid

Estate Planning Pop Quiz

Tax Season Is Just around the Corner

Have You Outgrown Your Estate Plan?