business people sitting at a conference table

Planning to Announce Your Retirement

  As your career winds down, you may be making plans to announce your retirement. To be gracious and considerate, give enough notice to enable your employer to find a suitable replacement. The amount of time depends on the nature of your job and your level of seniority. The more expertise you bring and the […]

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a paper that says "probate" and a gavel sat next to it

How to Select an Executor

  Are you thinking about drafting your will and working on your estate plan? Is this causing you to weigh your choices when it comes to naming an executor? When it comes to identifying the person whom you want as the executor of your estate, you will want to grant this duty to an individual […]

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an older couple sitting together smiling

Medicaid’s Long-Term Care Spousal Impoverishment Rules

  The prospect of long-term care often brings with it many financial concerns. As we experience our declining health or that of an aging family member, we begin to realize that long-term care needs at home or in a facility could be necessary. When looking into local senior home care services and skilled nursing facilities, […]

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a younger person holding an elderly persons hand

Survey Highlights the High Costs of Long-Term Care

  The prospect of long-term care often brings with it many financial concerns. As we experience our declining health or that of an aging family member, we begin to realize that long-term care needs at home or in a facility could be necessary. When looking into local senior home care services and skilled nursing facilities, […]

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a gavel over two wedding rings

Taxes and Divorce

  If you are ending a marriage, you are likely feeling a lot of sadness, confusion, dissatisfaction, and unhappiness. In addition to all the emotions that arise in the face of separation and divorce, you may be wondering about how this will impact your taxes as you prepare to file. What happens when the IRS […]

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a photo of someone signing something with a house next to it

Heirs and Contingent Beneficiaries

  When the Titanic went down in 1912, several women chose to remain on board with their husbands. One was Ida Straus, whose family co-owned Macy’s Department Store. Although Titanic-scale disasters are extraordinarily rare, you should nevertheless include a contingency beneficiary in your will or trust in case life or death serves up something unexpected. […]

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a paper that says Medicare

Medicare Benefits 2024: 5 Positive Changes for Seniors

More than 65 million seniors across the country benefit from Medicare, a government health insurance program. When Does Medicare Start? At age 65, you become eligible for Medicare if you are a U.S. citizen. You do not have to wait until you retire to apply for the program. You can enroll in Medicare beginning three […]

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a grandpa with two grandchildren

Grandchildren, Trusts, and Estate Planning

  One of the most preferable ways of leaving assets behind for your grandchildren is to name them as beneficiaries in your will or a trust. Trusts are useful because they make it possible for you to control your assets even after your die. Through a trust, you can state how you want the money […]

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a wooden house with the roof being put on

Considerations When Inheriting a House

Inheriting property is commonplace. Your parents or other family member may have left you a home or a piece of land in their Will. Now that you own this new place, what are the right steps to ensure that everything is properly taken care of? Talk to a tax professional.  The best thing you can […]

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2024 Medicare and You Handbook 400 x 268 px

Download the 2024 Medicare and You Handbook

Looking for information about Medicare and what’s new in 2024? Medicare is health insurance for people 65 or older. Learn about the Medicare parts of coverage, options, costs, and how and when to enroll. You are eligible to sign up for Medicare three months before your 65th birthday. The U.S. Department of Health and Human […]

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