Social Security survivor’s benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim.
Medicare covers preventative care services, including an annual wellness visit. But confusing a wellness visit with a physical could be very costly.
The number of older Americans with student loan debt – either theirs or someone else’s — is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading into retirement.
Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?
If you are over age 60 and you haven’t changed your estate plan in many decades, it’s almost certain that you need to update your documents and start reviewing them every five years.
How can you make sure your funeral and burial wishes will be carried out after you die? It is important to let your family know your desires and to put them in writing. Just don’t do it in your will.
Many clients ask me what will be required of their “Personal Representative” or “Executor” when they pass away; and are concerned about their family members being required to undertake such a responsibility. Here is some information to pass along to their family and to hopefully shed light on the duties required by the position. A… Read More
A durable power of attorney is an extremely important estate planning tool, but many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.
Having a loved one with dementia can be scary, but if you add in a firearm, it can also get dangerous. To prevent harm to both the individual with dementia and others, it is important to plan ahead for how to deal with any weapons.
This is the last year that spouses who are turning full retirement age can choose whether to take spousal benefits or to take benefits on their own record. The strategy, used by some couples to maximize their benefits, will not be available to people turning full retirement age after 2019.