Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries are individuals who you [...]
In creating an estate plan, you are proactively taking steps to ensure that your assets will be distributed according to your wishes in the event of your death or incapacity. One tool available [...]
Estate planning is an important consideration for all couples. However, for LGBTQ+ couples (or former couples), it may be more important than they realize to review their circumstances and see [...]
Safe housing that meets older adults’ needs is essential to healthy aging in communities. Many seniors with low, fixed incomes struggle to balance housing expenses with the costs of health care, [...]
People create wills to establish what happens to their money and assets when they pass away. In these estate planning documents, they can name beneficiaries – individuals who will receive money, [...]
If we have learned anything these past few years, it’s that even the best laid plans may not hold up to whatever life has in store for us. For many, it’s shown us who and what are truly [...]
Required Minimum Distributions (RMDs) are the minimum amounts a retirement plan account owner must take out each year. RMDs begin when a person reaches either age 72, 70½ if they reached this age [...]
November will mark National Family Caregivers Month. You may have a caregiver in your life to whom you wish to bestow your gratitude by designating them as an heir in your estate plan. Whether [...]
Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s lifetime. An estate sale is one way to dispose of those [...]
More than 8 million Americans aged 50 and older have billions in outstanding federal student loan debt. Whether you have taken out these loans for yourself or for your family members’ education, [...]
