One Common Estate Tax Error That Could Cost You
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.
Finding a Reputable Funeral Home
Whether you are planning your own funeral in advance as part of your estate planning process or handling affairs for a loved one who has passed, there are several key considerations to keep in mind when seeking a credible funeral home.
Get Social Security Benefits by Check? Prepare for Change
The Social Security Adminstration urges all recipients of Social Security, Supplemental Security Income (SSI), and other government benefits to switch to electronic payments as the agency transitions away from paper checks.
Why the Social Security Retirement Age Is Now 67, Not 65
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.
Scam Email Targets Social Security Recipients
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.
Love Your Wearable Technology? Know What You’re Sharing.
As consumers embrace wearable tech, many are unaware of how their personal data is collected, shared, and used, or whether they're protected at all under existing laws such as HIPAA.
Why Estate Plans Need Dementia-Specific Advance Directives
With more than 7 million Americans living with Alzheimer's, having a "dementia directive" as part of one's estate plan can serve as a way to help improve their care at the different stages of disease progression.
Sharing Your AI Voice With Loved Ones in Your Estate Plan
Voice, especially, is deeply tied to memory and emotion. By incorporating an AI voice model into estate plans, individuals are leaving behind not just a record of their existence, but a sensory, profoundly personal experience of their presence.
Estate Planning Is a Show of Respect and Love for Family
No one expects to lose the ability to make their own decisions, but conditions like dementia, strokes, or traumatic brain injuries can strip people of that ability - sometimes earlier in life than expected.
Parkinson’s Disease in Older Adults: What You Need to Know
Parkinson's disease (PD) is a disease whose cause remains largely unknown. However, treatment options do exist for improving symptoms.