6 States to Pilot Prior Authorizations for Original Medicare
Under a new pilot program slated to launch in January 2026, Original Medicare recipients in six states will need to secure prior authorizations for certain services.
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.
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.
How to Know When to Update Your Estate Plan
Updating your estate plan regularly helps ensure that your assets are distributed as you intend, your beneficiaries are properly provided for, and your chosen decision-makers are still able and willing to serve.
What Most People Don’t Know About Durable Powers of Attorney
A durable power of attorney is a legal document that allows a trusted individual to make financial or health care decisions on your behalf if you become unable to handle your own affairs.
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.
How to Use an Annuity in Your Individual Retirement Account
Qualified Longevity Annuity Contracts (QLACs) offer people one way to manage their income, reduce risk, and preserve the dream of a comfortable retirement.
How Charitable Remainder Trusts Fit into an Estate Plan
A charitable remainder trust is an estate planning tool that blends philanthropy with financial strategy, allowing you or your beneficiaries to receive income for a set term while remaining assets eventually go to a charity.
What to Do When Someone Is Contesting a Will
If someone contests a will, there are steps both the beneficiaries and the executor (the person named to carry out the terms of the will) can take.
Estate Planning and the Autopen Debate
Depending on what side of the political aisle you sit on, the Biden autopen story might be either a low political blow or a legitimate topic of debate.