Estate Planning Blog Digest

My aunt recently asked me to be the executor of her will when she dies. I’m flattered that she asked, but I’m not sure what exactly the job entails.

Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.

Only you know the strengths and weaknesses of your family members, putting you in the best position to decide if your spouse or your child can appreciate a trustee’s responsibilities.

When creating an estate plan, it may be necessary to name a trustee to handle your assets.

Millions of seniors count on Social Security as a major source of retirement income. If you’re planning to do the same, you’ll need to do your part to avoid reducing your benefits—and that could mean steering clear of the following mistakes.

As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?

At a life stage where having a clear understanding of healthcare is critical, nearly seven in 10 Medicare beneficiaries agree that Medicare insurance is confusing and difficult to understand. That’s according to a new Medicare literacy survey poll of 1,000 Medicare beneficiaries by MedicareAdvantage.com.

Build your own medical emergency packet.

Forty-one percent of participants in a new survey said they don’t trust assisted living communities and nursing homes to keep older adults safe amid the coronavirus pandemic.

Supporting ‘whole-person wellness’ in senior living through strategic design is integral to supporting the well-being of residents, according to a new study.