May 25, 2021 •
Estate Planning ![]()
Medicare covers the majority of older Americans’ health care needs — from hospital care and doctor visits to lab tests and prescription drugs.
Read MoreMay 10, 2021 •
Estate Planning ![]()
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.
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Claiming Social Security prior to full retirement age (which falls between 66 and 67, depending on your year of birth) means slashing your monthly benefits for life. However, in some cases, it does pay to file early.
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In case oral hygiene wasn’t important enough already, brushing one’s teeth could help maintain one’s mental — along with their dental — health.
Read MoreApril 12, 2021 •
Estate Planning ![]()
Just as you have trust in a relationship, trusting your document and those with responsibilities in the trust are crucial to obtaining your objectives.
Read MoreApril 7, 2021 •
Estate Planning ![]()
Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?
Read MoreMarch 30, 2021 •
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The Trump administration is now a part of American history. And though many may not agree with everything the former administration brought forth, one thing is certain: Life settlements and life policy owners benefited greatly.
Read MoreMarch 23, 2021 •
Estate Planning ![]()
Inheriting a residential property like a house marks the end of a life and the beginning of deciding what to do with the property and implementing that plan.
Read MoreMarch 15, 2021 •
Estate Planning ![]()
A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.
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