Like so many of you, I am doing my part to protect the health of our vulnerable community members and frontline workers during the COVID-19 pandemic by socially distancing. To stay in touch (and sane!), I have been connecting frequently with friends and family by telephone and videoconference. In these interactions, I...
Forbes Article: How To Prepare Now For The Approaching Crossroad In Estate Planning
By Bob Carlson
We’re approaching a crossroad in estate planning, and those who might be affected need to take action before we reach it.
Few people today have to worry about federal estate and gift taxes, because of the high level of exemptions. But there’s a...
Kiplinger Article:5 Unfortunate Estate Planning Myths You Probably Believe
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
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by: Christopher D. Wright, JD, CPA
Estate planning should be a fairly straightforward exercise in...
Forbes Article: The Three Reasons People Avoid Estate Planning
By: Abby Schneiderman, Contributor
My company recently did a survey with Quest Research Group in the wake of Covid-19 to find out how prepared people were if something were to happen to them. We asked 1,000 people how much planning they’d done in the past and if the pandemic...
AARP Article: Making a Will in the COVID-19 Era
Before you consider the DIY route, know all the facts
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by Amanda Singleton
The coronavirus pandemic has many people deeply concerned about their health and wondering what will happen to their loved ones if they contract the virus. For so many, the eventuality of death seems...
MarketWatch Opinion: When does it make sense to take Social Security at 62?
By: Howard Gold
t’s best to wait until you’re 70 to start taking Social Security retirement benefits — even if it means tapping into your retirement assets at the bottom of a bear market. Why? Because the guaranteed, risk-free 8% annual Social Security benefit increase...
The Benefits of an Advance Medical Directive During COVID-19
As of the end of July, more than 150,000 people have died from the coronavirus in the United States. Over 4.4 million people have been diagnosed with the coronavirus. Most people who contract the coronavirus recover from the virus without any lasting side effects. Unfortunately, coronavirus can also cause perilous symptoms....
Are You 50+? Now is a Good Time to Begin Thinking About Long-Term Care
Think about it before you need to think about it.
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Yes, it might seem crazy to start thinking about a possible future when you're infirmed and need long-term health care if you're only in your 50s. You're young, or relatively young, and healthy. But that's the point: You...
Aging Care Article: Create Your All-Star Care Team in 5 Steps
In this country, there is a growing problem regarding a lack of supportive resources for family caregivers. There are government programs, charities and nonprofit organizations that might be able to help intermittently, but what caregivers often need most is sound advice, regular respite and an extra set of hands.
Four Reasons Estate Planning Is So Important
It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as fun to think about as booking a trip or checking out restaurant reviews....