Be careful with your beneficiary designations. Read these tips to make sure that your beneficiary designations accomplish your goals.
Medicare home care services are often underutilized. Explore how Medicare and Medicaid can help provide seniors with the care they need.
The IRS recently clarified when the assets in an irrevocable trust with grantor trust status receive a step up in basis.
Medicare flex cards may be available to those enrolled in some Medicare Advantage plans. Find out how you can benefit.
Do you need a trust? Find out how a trust can help fulfill your planning goals with probate avoidance, asset protection, and tax savings.
Seniors and their caregivers should keep these essential tips in mind to help avoid Medicare scams and fraud.
Does the law require me to have a will? Here are answers to that and other frequently asked questions about last wills and testaments.
Appointing the right agents in your planning documents is essential. Read on to see what factors determine how to choose your agents.
Asset protection planning is part of a senior’s ability to age in place, stay independent, and continue living at home as they grow older.
Signing a Will is not the end of inheritance planning. Make sure your beneficiary designations are coordinated and up to date.
Understanding the difference between assisted living and nursing homes is key to determining the right choice for an aging loved one.
Don’t let these common estate planning myths distract you from putting together your essential estate plan.
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