What Is a Last Will and Testament, and Do I Need One?
Although a will is one of the most common estate planning tools available, many are often unsure of what it is or what it does. Learn more about why you should have one.
Green Burials, Eternal Reefs, and Your Estate Plan
From traditional burials rooted in religious customs to emerging eco-friendly methods, the journey of how we handle the deceased offers a fascinating glimpse into our society's evolving relationship with death.
Wealth Building With Cryptocurrency: A Generational Divide
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.
Spring Cleaning for Your Estate Plan: Review and Revise
Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.
Elder Law: How Gifts Can Affect Medicaid Eligibility
If you think you might someday want to apply for Medicaid long-term care benefits, you need to be careful about giving away money or property.
Tax Break Helps Pay for CCRC Fees
Continuing Care Retirement Communities (CCRCs) - which offer the entire continuum of care under one roof - are an appealing retirement housing option, but they can be very expensive.
Per Stirpes vs Per Capita: What Do These Mean in a Will?
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.
Protecting Your Parents’ Assets From Nursing Home Costs
With the exorbitant cost of nursing home care, many families worry about depleting their loved ones’ life savings to pay for the care they need.
IRS: Request an IP PIN to Protect Against Identity Theft
With identity theft and taxpayer fraud on the rise, the Internal Revenue Service (IRS) is encouraging taxpayers to take extra caution when filing tax returns.
Can Money Buy Happiness? Actually, It Depends
Does having more money lead to greater happiness? The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural attitudes, and individual priorities.