Estate Planning Blog Digest

Having more and more trouble getting down onto and up off of the floor? Here’s the silver lining: Sitting on the floor is also a simple, effective way to maintain strength, function and vitality as you age.

A little knowledge helps you overcome key obstacles when buying new digs during your golden years.

Your estate planning is done, but is it? A periodic review is an important ongoing step to your planning.

Getting your estate plan in place is never a ‘one and done’ task. Estate planning is an ongoing process and should be viewed that way.

Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.

Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.

Does your retirement budget account for all of these costs?

When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.

In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.

You don’t get to use all the money in your traditional 401(k) and IRA for retirement because you still have to pay taxes on it.