What are the Alzheimer’s Signs?
As we age, it’s normal to begin worrying about Alzheimer’s disease. Alzheimer’s is an irreversible, progressive brain disease that slowly destroys memory and thinking skills, leading to cognitive impairment that severely affects daily living.
What are the Penalty-Free IRA Withdrawals?
The contributions you make to your individual retirement account (IRA) are intended to supplement your income during your retirement years. However, as much as you’d like to let your IRAs remain untouched until retirement, unforeseen expenses may force you to withdraw some of those assets early.
COVID-19 UPDATE: Keeping Ourselves and Our Elderly Loved Ones Safer
If you’re caring for an older loved one, you might be worried. Here is what you need to know to keep elderly people safer, and what to do if they do show symptoms of COVID-19.
Handing Kids Keys to Your Home Is Never Good Estate Planning
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
Planning for Long-Term Care Before It’s Too Late
A strong long-term care plan spells out where you would like to live, how you plan to get around, and who will oversee your financial and health decisions when you’re incapacitated.
Why Is Estate Planning more Complicated with a ‘Gray Divorce’?
Rising divorce rates among Americans over the age of 50 are causing more conflict in estate planning, new data shows. According to a recent survey by TD Wealth, up to 40% of financial planners say that rising gray divorce rates are leading to an increase in family strife with estate planning as the top conflict.
Estate Plan Updates in the Age of Coronavirus
Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people seeking to update or draft wills and take other estate-planning measures amid the coronavirus crisis.
COVID-19 UPDATE: IRS Postpones Gift and GST Tax Filing Deadline to July 15
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
COVID-19 – Is Your Will Going to be Enough?
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation, people are grappling with the difficult subject of estate planning … and not taking any chances.
Finalizing Estate Planning Documents while Social Distancing
Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and health care, if they were unable to make decisions themselves.