Is a Charitable Remainder Trust Right for You?
Takeaways A charitable remainder trust (CRT) is an estate planning tool that allows you to donate to charity while receiving income for a set term, blending philanthropic goals with financial strategy. CRTs offer such benefits
Including Annuities in Your Individual Retirement Account
Takeaways Annuities, particularly Qualified Longevity Annuity Contracts (QLACs), can be used within Individual Retirement Accounts (IRAs) to manage income, defer taxes, and provide peace of mind in retirement. While QLACs offer specific tax advantages, other
Long-Term Care: What Is It and Who Needs it?
Takeaways Many older adults underestimate their likelihood of needing sustained, day-to-day care in their later years, and a significant portion of adults aged 50 and older are not adequately planning for long-term care. As Alice
Estate Planning for Pets? 3 Famous Pet Inheritance Stories
Takeaways Pet trusts are legal tools that provide for the care of pets after their owners’ deaths. A pet trust includes a trustee – someone to manage the money set aside for the pet’s care
How Continuing to Work Affects Social Security Benefits
Takeaways Continuing to work while collecting Social Security can increase future benefits and provide additional income but may also result in benefit reductions before full retirement age. Careful consideration of tax implications, Medicare enrollment, and
Benefits and Drawbacks of Do Not Resuscitate (DNR) Orders
Takeaways Do not resuscitate (DNR) orders instruct health care providers not to perform CPR or other life-saving measures if a patient's heart or breathing stops. DNRs offer a balance of benefits, including patient autonomy and
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2017
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