Dear Raider, I’m in my 20’s and have never thought about estate planning. My older sister recently told me at a family gathering that she has her estate planning documents in place. I don’t understand why she would want to do … [Read more...]
Is Retirement Good or Bad for Your Mental Health?
Retirement is supposed to be one of the best times in your life. You’ve worked for so many years to finally reach this point, and now you can relax and enjoy your time with family and friends. You can move to a warmer climate if … [Read more...]
How Are Taxes Filed if One Spouse is on Medicaid and the Other Spouse Has an Irrevocable Trust? And Does Getting Social Security Change How Taxes Get Filed?
Q. Thank you again for working with our family last year to protect our parents' assets, get our father approved for nursing home Medicaid, and set up an irrevocable Living Trust Plus for our mother. Now that it's tax time, we … [Read more...]
What Tax Deductions Should Seniors Know About this Year?
Dear Kiwi and Mango, We are filing our taxes this weekend. Are there any special tax deductions we should be aware of for seniors for the 2023 tax year? Thanks for your help! Dee Duxshuns --- Dear Dee, Many seniors … [Read more...]
Jay Leno Files for Conservatorship Over His Wife’s Estate
TV icon Jay Leno and his wife, Mavis Leno, have been married for 43 years — and by all accounts they are still in love. Mavis, 77, suffers from dementia, and according to a recent court filing, she has been “progressively losing … [Read more...]
The Darker Side of Medicare Advantage Plans
Q. Last year, during the Medicare Open Enrollment Period, my wife and I saw a commercial on television for a Medicare Advantage (MA) plan that sounded almost too good to be true. The company seemed reputable, so we took the claims … [Read more...]
More than Half of Adults are Unprepared, Confused, and Anxious about Long-Term Care
Dear Angel, I follow Mr. Farr’s newsletter and understand the need to plan in advance for long-term care, since it’s only getting more expensive. Others I know do not see this as a priority. Is the lack of preparation in … [Read more...]
- « Previous Page
- 1
- …
- 20
- 21
- 22
- 23
- 24
- …
- 319
- Next Page »