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Resources

A senior mother and adult daughter hugging in a park, representing the decision-making process in estate planning related to naming beneficiaries and legacy planning.
Blog post

Estate Planning Basics: What Is a Beneficiary to a Will?

February 27, 2023
People create wills to establish what happens to their money and assets when they pass away. In these estate planning…
Pallbearers carry a coffin in a church, symbolizing the financial challenges of funeral planning and the potential assistance available through Medicaid benefits for families dealing with end-of-life expenses.
Blog post

Medicaid Funeral Assistance May Help Pay for Funeral Costs

February 24, 2023
It is an unpleasant thought, but death is a reality we all must face. One way to cope with the…
A happy multi-generational family, including a grandfather, sons, and grandson, smiling together in a garden, representing the importance of estate planning and having reliable power of attorney for managing family's future.
Blog post

What Does Having Power of Attorney With Dual Agents Mean?

February 20, 2023
A power of attorney is among one of the most important incapacity planning documents you can have. It designates someone…
Elderly man holding his last will and testament, highlighting the responsibilities and importance of choosing an executor in estate planning decisions.
Blog post

Estate Planning: 3 Things to Know About Being an Executor

February 17, 2023
An executor is a person or entity you choose to carry out your last wishes outlined in your will. Your…
Blog post

Caregiver Agreement: How to Pay a Family Member for Care

February 15, 2023
Many people gladly volunteer to care for an aging parent or loved one without any expectation of compensation. However, creating…
A male hand places a coin into a pink piggy bank, symbolizing increased retirement contributions and estate planning strategies for 2023.
Blog post

IRS: You Can Contribute More to Retirement Starting in 2023

February 11, 2023
In October 2022, the Internal Revenue Service (IRS) announced contribution limitation adjustments for employee retirement plans in response to inflation.…
An elderly man stands alone indoors, representing the isolation and challenges faced by nursing home residents during severe COVID-19 outbreaks.
Blog post

Study Names Factors in Severest Nursing Home COVID Outbreaks

February 10, 2023
Early on in the pandemic, nursing homes across the country found themselves at its devastating bull’s eye, with residents and…
Exterior view of a modern apartment building, representing investment property opportunities and strategic estate planning through a 1031 exchange to defer capital gains taxes.
Blog post

Utilizing a 1031 Exchange to Avoid Capital Gains Taxes

February 10, 2023
If you are planning to leave an investment property to loved ones, a 1031 exchange may be a helpful estate…
Mature couple sitting at their kitchen table, reviewing and signing estate planning and elder law documents, benefiting from new provisions in the omnibus bill for older Americans.
Blog post

Highlights of How the Omnibus Bill Will Benefit Older Adults

February 8, 2023
The Senate and House have cleared the passage of a year-end $1.7 trillion appropriations bill that will benefit older adults…
Senior couple examines paperwork with attorney in office, discussing power of attorney revocation and estate planning issues.
Blog post

Who Can Override a Power of Attorney (POA)?

February 7, 2023
A power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another…
Senior man sitting with his caregiver at home, discussing estate planning strategies while both smiling, highlighting the importance of considering caregivers in estate plans.
Blog post

3 Tips When Including Caregivers in Your Estate Planning

February 6, 2023
November marks National Family Caregivers Month. You may have a caregiver in your life to whom you wish to bestow…
A bouquet of flowers placed on a gravestone, symbolizing the cessation of a power of attorney's effectiveness upon death, central to estate planning and elder law discussions.
Blog post

Does Power of Attorney End at Death?

February 3, 2023
A power of attorney is a powerful planning document that enables you (the principal) to give another person (the agent or…

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