Fraudulent Social Security Calls Still Targeting Seniors
You’ve probably received one: A recorded call warns of a problem with your Social Security number. To fix it and avoid legal action, you’re told, you must call back immediately—and pay up.
What Exactly Is the Estate Tax?
The estate tax in the United States is a tax on your right to transfer property to other individuals upon your death, according to the IRS. In other words, when you die, the U.S. government might be entitled to a portion of your assets before the remainder can be passed to your heirs. Not all inherited assets are subject to the estate tax. In fact, the U.S. estate tax only affects the wealthiest households.
How Long Do You Have to Settle an Estate?
It has been nearly 14 years since a family member’s death and the family trust hasn’t been settled.
The Second Most Powerful Estate Planning Document: Power of Attorney
A power of attorney, similar to a last will and testament, is a powerful document that must be created before it becomes necessary.
Gray Divorces Changing the Future for Many Senior Americans
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows.
Creating an End-of-Life Checklist
An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.
What Do We Know about Early-Onset Dementia?
Some health care facilities in our area say they are seeing more cases of early-onset dementia than ever before.
What is the Difference between Guardianship and Power of Attorney?
With all the media buzz about guardians stealing money from those whom they are meant to protect and overall financial abuse issues involving seniors, it’s a good moment to revisit how surrogate decision-making works.
What are the Main Estate Planning Blunders to Avoid?
Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
C19 UPDATE: CDC Recommends Care Plans for Both Older Adults and Caregivers
During the COVID-19 pandemic, having a care plan is an important part of emergency preparedness for older adults and their caregivers.