When creating an estate plan, the main decision is how your assets will be distributed after you pass away. Understanding “per stirpes” and “per capita” distribution is key to that decision.
Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.
Cryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.
According to a 2024 study, nearly two-thirds of pre-retired individuals surveyed are underestimating their expected retirement health care expenses.
A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
Medicaid can provide seniors with financial assistance for home care services. However, since the federal government and the individual states run Medicaid jointly, benefits coverage is different in each state.
What would happen if you became seriously ill or injured and were no longer able to make your health care decisions? A living will can outline your wishes so your loved ones can make informed decisions about your care in an emergency.
A romance scam is when a fraudster creates a fake online persona to build a relationship with a victim, often via a social media or dating platform.
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