Takeaways Medicare open enrollment periods are a target for scammers who use deceptive tactics to steal personal information or enroll beneficiaries in unauthorized plans. Protect
Takeaways Guardianship becomes necessary when an older adult cannot make decisions and lacks a valid power of attorney. The guardianship process can be complicated by
Many people assume that when they establish a revocable living trust, property held in the trust will completely avoid federal estate taxes after their death, when in fact living trusts do not provide any unique estate tax avoidance strategies.
Many people mistake dementia symptoms for normal aging. However, memory problems and marked cognitive decline are not considered a normal part of aging and should be assessed by a medical professional.
A durable power of attorney is a legal document that allows a trusted individual to make financial or health care decisions on your behalf if you become unable to handle your own affairs.
Takeaways
A significant number of adult children are currently or expect to provide financial support to their aging parents, often leading to financial strain and debt for the adult children despite their strong sense of responsibility.
Open and early communication between older…
A critical misstep often arises in estate planning from the assumption that no filing is necessary if the first spouse’s estate is below the federal exemption threshold.
A charitable remainder trust is an estate planning tool that blends philanthropy with financial strategy, allowing you or your beneficiaries to receive income for a set term while remaining assets eventually go to a charity.
According to a new report published by AARP and the National Alliance for Caregiving, nearly a quarter of family caregivers in the U.S. are 65 or older. Fifteen percent of them are caring for a spouse or partner.
Social Security recipients who need to change their direct deposit information and cannot prove their identity online will have to go to a Social Security Administration office to do so.
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