Have you wished for something between full-time work and retirement? Phased retirement programs allow workers nearing retirement age to cut back on hours while keeping some pay and benefits. The pandemic opened bosses to flexible work arrangements. And now, a fierce hiring market and higher-than-expected retirement rates have motivated them to find ways to […]
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If 60 Is the New 40, Is 80 the New 60?
First, understand that 60 no longer means being “over the hill.” Many beliefs about aging are rooted in outdated information. Nevertheless, a majority of older women claim they would ideally return to their 40s. Secondly, while the 60/40 juxtaposition may sound catchy, it is more meaningful to celebrate the many positive aspects of being […]
Learn About Assisted Living Options
Assisted living communities provide moderate support with activities of daily living for their residents. This includes meals, bathing, dressing, housekeeping, and medication management. For those who live alone, there is always a safety concern. Assisted living communities offer that safety along with the ability of residents to maintain a level of independence with the […]
Estate Planning and Baseball
Every state that recognizes trusts as legal entities imposes fiduciary duties upon the Trustee of such trusts. These duties may have different names in different jurisdictions, but ultimately a breach of fiduciary duties means that the Trustee failed to fulfill their duties as expressed in the trust instrument and under local law. This article examines a case ripped from the headlines that demonstrates the importance of choosing the right individuals to serve as fiduciaries.
Pet Planning: A Pet Trust Can Provide a Solution
For many seniors, pets offer companionship and unconditional love, helping to combat loneliness and improve mental well-being. However, the thought of predeceasing a beloved pet can be a source of anxiety. A pet trust can provide a solution, ensuring your furry companion is cared for if you can no longer do so. Let’s take a […]
How Can You Remove Your Home From Your Taxable Estate?
If you are a homeowner in Petaluma, CA, where the median home price exceeds $900,000, your home’s value will eat up a lot of your federal estate tax exclusion. With estate tax rates reaching up to 40%, reducing the taxable value of your estate can save your heirs significant amounts in taxes. A qualified personal […]







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