If you are age 65 or older — or you care for someone who is — planning for medical decision-making is no longer optional. Serious health events can happen suddenly, and when they do, your ability to speak for yourself may be temporarily or permanently lost. A Combined...
Choosing individuals to be key players in your will is one of the most personal—and important—parts of estate planning. Here’s a clear breakdown of the roles and the characteristics you should look for when deciding whom to appoint. Executor What they do: The Executor...
When Congress doubled the Federal Estate Tax exemption in 2018, many Americans breathed a sigh of relief — couples could pass over $20 million tax-free at the federal level. Even though the 2026 Federal Tax Exemption will allow couples to pass over $30M, anyone with...
Remarrying during retirement is a joyful milestone, but it also brings with it a host of financial, tax, and legal questions that deserve careful attention. Unlike earlier in life, when careers are still developing and children may be young, later-life marriages...