Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…

An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your executor should be someone you trust is responsible enough to…

Are you a taxpayer who has purchased long-term care insurance (LTCI)? Take note of your policy details and your premium amount, as you may be able to deduct the cost…

A power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another person (principal). A common question asked about POAs is…

A health savings account may help you save money on medical expenses, depending on your insurance type. If you are eligible, you can use your health savings account (HSA) to…

The person you name as your executor will be accountable for a number of important tasks, even in managing the administration of a small estate. This may include filing tax…

Many clients choose to use a revocable “living” trust as an alternative to a will as their primary estate planning document.  A last will and testament is merely written instructions…

In January 2023, VA will launch a new life insurance program called Veterans Affairs Life Insurance (VALife), which provides guaranteed acceptance whole life insurance coverage to veterans age 80 and…

Many recent retirees are saying they want to work at least “a bit” in retirement. More than 2 million people retired during the first 18 months of the pandemic. They…

The Social Security Administration has added 12 new health conditions under its Compassionate Allowances program, meaning people with these conditions now have faster access to Social Security disability benefits. The…