Who Needs a Trust Instead of a Will?
While simple estate plans may just use a will, more complex plans may benefit from also employing a trust.
What to Know About Rolling a 529 Account Into a Roth IRA
As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person's retirement savings.
Cybersecurity Awareness Month: Maintain Your Online Safety
Our devices offer so many benefits and have become such an integral part of our lives that we often forget how much easier they make it for people to steal our information or take advantage of us.
10 Do’s and 1 Don’t for the Trustee of a Trust
Whether it's an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?
Medicare Open Enrollment – and New Benefits – Are on the Way
Medicare open enrollment is on the horizon. Start thinking about changes you may want to make to your coverage. Some significant changes have come along for Medicare, with more taking effect in the near future.
2024 Election: Harris, Trump on Social Security and Medicare
Keeping track and making sense of government policies and presidential candidates’ promises can be daunting during any election year. This year is no exception.
Does Medicare Cover Hearing Aids?
Hearing loss is common in older adults, but many still don't wear hearing aids. In addition to helping people to hear better, hearing aids have been demonstrated to have a positive impact on physical and mental health.
Voting Rights for People With Cognitive Impairment
A fundamental aspect of a representative democracy is the right to vote, shared by all eligible citizens, whether or not they have full cognitive abilities.
Senior Citizens Face Loss of Buying Power, Study Shows
Inflation affects all consumers, but older Americans are facing an especially dramatic loss of buying power.
Trusts for Personal Residences
A person's estate planning strategy should aim to minimize their beneficiaries' taxes while protecting their assets. The qualified personal residence trust (QPRT) is a valuable tool in this area. This specialized trust enables individuals to transfer their primary residence or…