Should You Take Social Security Benefits at Age 62?
An 8.7% cost-of-living adjustment for 2023 will provide Social Security beneficiaries with the biggest boost in four decades.
February 16, 2023
Blog Articles
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 15, 2023
How to Protect Loved Ones from Being Disinherited
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
February 14, 2023
How Does an ABLE Account Work for a Special Needs Child?
If you have a child or grandchild with disabilities, one of your biggest worries is what will happen when you are no longer around to provide aid.
February 13, 2023
How Does a Trust Work?
There’s no single path for everyone to follow. However, you might consider establishing a trust, which offers some key benefits.
January 31, 2023
Beneficiary Mistakes to Avoid
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 27, 2023
Is Estate Planning and Writing Will the Same Thing?
Many people think that estate planning and writing a will are the same. However, one is actually just part of the other.
January 26, 2023
What are the Big Takeaways for Social Security in 2023?
2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’
January 25, 2023
Will I Live Longer If I Walk Every Day?
Even short bouts of physical activity in an otherwise sedentary lifestyle were associated with a significantly lower risk for dying, researchers reported.
January 24, 2023
What Exactly Does an Executor Do?
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
January 16, 2023
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