What Is the Purpose of an Estate Plan?
May 17, 2021
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
Does Sleeping Too Little Increase Risk of Dementia?
May 13, 2021
Could getting too little sleep increase your chances of developing dementia?
Do I Need to Pay Taxes on Life Insurance Proceeds?
May 12, 2021
Knowing when life insurance is taxable and how to avoid taxation can help families ensure their loved ones get all of their policy’s proceeds.
How Long has Medicare Sequestration Holiday Been Extended?
May 11, 2021
The long and winding saga behind the Medicare sequestration holiday for home health providers and others has come to a close.
Will Inheritance and Gift Taxes Change in 2021?
May 10, 2021
Facing down an uncertain election outcome and the possibility of tax reform in 2021, many families started transferring substantial amounts of wealth last year, making large gifts to take advantage of the historically high gift and generation-skipping transfer tax exemptions.
What Emergency Documents Do I Need in Pandemic?
May 7, 2021
What Emergency Documents Should I Have?
How to Protect Digital Property
May 6, 2021
While cryptocurrency isn’t new, it’s attracted a lot of attention in the past year because of its skyrocketing value, promotion from prominent figures like billionaire Elon Musk, and bitcoin offerings from traditional financial firms like Morgan Stanley.
Are You Clueless about Social Security?
May 5, 2021
You’ll probably rely on Social Security quite a bit once you retire, so it’s important to understand how the program works. Unfortunately, a large number of Americans are in the dark in that regard. In a recent MassMutual survey, 35% of near retirees aged 55 to 65 failed a basic Social Security quiz, while 18% earned only a D. Just 3% were able to answer all 12 questions correctly.
Should Young Families have an Estate Plan?
May 4, 2021
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
Can a Person with Alzheimer’s Sign Legal Documents?
May 3, 2021
Due to the debilitating nature of Alzheimer’s and related forms of dementia on your loved one’s ability to make sound financial decisions, the sooner you can get financial matters in order the better.