Your legacy encompasses more than your financial assets; it also includes the values you modeled, the priorities you set, and the intentions you formalized during your lifetime. Additionally, the stories you share and the traditions you maintain contribute to your values legacy. Your values legacy can help you determine the best way to build […]
Seniors
Protect What You Leave to Your Heirs
If you want your money to go to the people you choose and avoid unnecessary tax losses, consider how your assets are structured and which planning tools you implement. These factors can significantly affect how much of your estate is preserved and reaches your intended beneficiaries. Because different assets are treated differently under the […]
Myth vs. Reality: Estate Planning Is Only About Death
So this is one of my, I don’t know if I should say favorite, but one of the most sort of aha moments for prospects who are looking to get their estate plan to realize that plans are not just for planning for death and where your assets will go. More often than not, […]
Gray Marriages: Late-in-Life Unions
The growing trend of “gray marriages” refers to those who are remarrying or marrying for the first time in their 50s or older. Marrying later in life makes a lot of sense regarding being able to pool retirement income and share financial responsibilities. In addition to having greater spending power, companionship in your retirement […]
Caring for the Caregiver
More than 63 million American adults are involved in caring for a family member with medical needs. While caregiving may include bathing, dressing, cooking, or shopping for food, many times it involves more medical tasks, such as giving injections or managing catheters. Many of these caregivers are “sandwich caregivers,” which means that they are […]
Exploring Long-Term Care Insurance Options Before You Need To
An estimated 70% of people over the age of 65 require some long-term care during their lives. How can you prepare if you’re one of them? To begin, it’s important to understand what long-term care insurance can and cannot provide. Long-term care insurance provides those with chronic illnesses or disabilities with ongoing care over […]
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