When a spouse dies, most surviving partners expect grief. They do not expect a tax bill. The "widow penalty" is a real and largely unrecognized consequence of losing a spouse that can cost a surviving partner thousands of dollars more every year in taxes and Medicare premiums, at the worst possible moment in their life. Here is what it is, who it affects, and what you can do now, while there is still time to plan.
Read MoreYou may think Estate Planning is about who gets what after you die. It is also about who stays safe, housed, informed, and protected in the days after a loss. The reported story of Marie-Thérèse Ross-Mahé shows how grief can turn into legal chaos when a family is left without a clear plan.
Read MoreA Michigan court case shows what happens when a parent dies and no one thought to plan for it. Here's what every parent needs to know before something like this happens to their family.
Read MoreFamilies today don’t fit into one tidy definition. They’re blended, beautifully complicated, sometimes messy, often unconventional, and always evolving. We’re here to help guide you in creating a plan that protects your loved ones, regardless of the family size.
Read MoreIn part one of this series, we explored two popular scams that are targeting older adults this year. In this week’s blog, we’re sharing two more scams that you and your parents need to be aware of, plus tips for staying protected. Read more…
Read MoreIn this two-part series, we’ll explore four of the most recent and insidious financial scams that have surfaced, shed light on their tactics, and provide you with practical steps to shield your aging parents from potential harm.
Read MoreThere's a legislative proposal gaining momentum that could change everything about how wealth transfers between generations. But what would these changes really mean for you and your loved ones?
Read MoreIn this article, you will learn why so many businesses struggle during moments of transition, the three most common gaps that undermine business durability, and what steps you can take to protect the value you have worked so hard to create.
Read MorePlanning for aging involves more than choosing where to live. It requires understanding how residence decisions affect Medicaid eligibility, asset protection, and your legal rights.
Read MoreBecoming a parent changes everything—including how you think about the future. Here are the key estate planning considerations every new parent should understand.
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