PACE Program Helps Seniors Remain at Home
Most seniors want to stay at home as long as they can. The little-known Program for All-Inclusive Care of the Elderly (PACE) allows persons to do just that instead of going into a nursing home.
Social Security Benefits In 2027
The Social Security cost-of-living adjustment (COLA) in 2027 is a 3.6 percent increase. Does COLA Only Affect Retired Workers? Each fall, the Social Security Administration (SSA) announces changes to the annual cost-of-living adjustment for the
What You Need to Know About Probate
“Probate” refers to the process by which a deceased person’s estate is distributed. Assets pass to beneficiaries named in the decedent’s Will or, if there is no Will, to heirs as determined by the law
One Common Estate Tax Error That Could Cost You
Takeaways Many high-net-worth families make the costly mistake of not filing an estate tax return when the first spouse dies, even when no taxes are due. If they fail to file IRS Form 706, the
7 Steps Before Meeting With an Estate Planning Attorney
Takeaways You do not need to have every estate planning decision finalized before meeting with an attorney. A basic inventory of your assets can help you avoid overlooking important property or accounts. Identifying potential beneficiaries
8 Estate Planning Myths Debunked
Takeaways Estate planning is crucial for everyone, regardless of age or wealth, to protect your family, money, property, and wishes. Many common myths about estate planning can lead to significant problems. Consult a professional and
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2017
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