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.
Here’s a breakdown of several top-level takeaways from the ‘One Big Beautiful Bill,’ a “once-in-a-generation” piece of legislation poised to shape generational wealth and family plans for decades to come.
Do-not-resuscitate (DNR) orders have certain benefits, including patient autonomy and avoiding unnecessary suffering, as well as some disadvantages, such as potential for misinterpretations by health care providers.
A pet trust is a legal tool that can be put into place to ensure that your dog, cat, or other companion animal receives care even if you are no longer there to provide it. Consider three famous pet trust cases and the lessons you can learn so your furry family members can be protected through your plan.
A recent survey of American adults aged 50 to 94 finds that many seniors are unprepared for the financial and logistical aspects of long-term care, with widespread misconceptions about coverage options.
People born in 1960 who are turning 65 in 2025 are not yet eligible for full retirement benefits. They must wait until 2027, when they turn 67, to claim their full monthly benefit.
If you or a loved one are receiving Social Security benefits, be careful of downloading email attachments. You could receive a dangerous email from hackers pretending to be the Social Security Administration (SSA), and the email looks convincing.
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