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What is the Difference Between Wills and Trusts?

What is the Difference Between Wills and Trusts?

Wills and trusts have specific but different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment the…

The Retirement Crisis for Baby Boomers

The Retirement Crisis for Baby Boomers

A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement highlights some very concerning data regarding middle-income baby boomer retirement care preparedness. According to the survey above, the bleak…

Tips to Keep Your Estate Plan Current

Tips to Keep Your Estate Plan Current

You should review your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to another state. Children grow up, marriages dissolve, property gets sold, residences change.…

Aging Alone Increases Dementia Risk

Aging Alone Increases Dementia Risk

Living arrangements for older Americans are commonly leaning towards aging in place. Nearly all older adults prefer to age in the comfort of their long time homes and familiar community surroundings. Aging in place often means living alone. Pew Research…

Living Trusts and How They Help Seniors

Living Trusts and How They Help Seniors

It’s unfortunate that seniors are frequently common targets for financial abuse and scams. Sadly, the elderly are often taken advantage of by strangers – and sometimes even their own family members. That’s why it’s important that planning is in place…

Tips for Preventing Medicare Fraud

Tips for Preventing Medicare Fraud

The largest types of insurance fraud are scams targeting government and private health care insurers. Scammers frequently target government insurance like Medicare by stealing newly issued medical ID cards and then stealing identities. The Coalition Against Insurance Fraud estimates that…

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