How Much Long-Term Care Insurance Should You Purchase?
A number of considerations go into how much long-term care insurance any consumer should buy.
Don’t Yet Want Your Heirs to Know About Your Assets? Use a Quiet Trust in Your Estate Plan
In many cases, you would tell your beneficiaries that you have made a trust for them. However, this is not always desirable - and this is where a “quiet” trust may be helpful.
Be Cautious of Generic Health Care Proxy Forms
If you have ever been admitted to the hospital, you have likely been asked to sign a health care proxy form.
Miller Trusts Can Help You Qualify for Medicaid
Even a modest monthly income may disqualify you from Medicaid. A Miller Trust may help you resolve this dilemma.
Are You Missing Out on Benefits? Identify the Programs Available to Seniors Like You
Many retirees meet the requirements for federal and state benefits programs, yet do not know they are eligible and miss opportunities to receive assistance.
How Long Should I Hold on to Important Documents?
There are some documents that you will want to hang on to forever and some that you should keep for a few years.
How You Can Help Your Loved Ones by Planning Your Funeral Arrangements
Planning your own funeral arrangements can assist your loved ones in an emotionally challenging time, while also protecting them from incurring extraneous costs.
Plan Ahead Before Seeking Nursing Home Care: Avoid Unnecessary Debt for You and Your Family
Unfortunately, neither health insurance nor Medicare covers long-term care. Medicaid could become your only option, so do what you can to plan ahead.
Four Provisions People Often Forget to Include in Their Estate Plan
Even if you've created an estate plan, are you sure you included everything you need to? There are certain provisions that people often forget to put in in a will or estate plan that can have a big impact later on.
How Changes to Portability of the Estate Tax Exemption May Impact You
The Internal Revenue Service has issued new guidance extending the time that executors have to elect portability.