Greta was very close with her in-laws, and often referred to them as “the parents she never really had.” When her father-in-law, Chuck, started to show signs of dementia, she stepped in immediately to help. For as long as Greta … [Read more...]
Major Carriers of Long-Term Care Insurance are Exiting the Market
According to a recent report by the Office of the Assistant Secretary for Planning and Evaluation (ASPE) and the U.S. Department of Health and Human Services (HHS), changes in the Long-Term Care (LTC) insurance market, including … [Read more...]
Ask the Expert: Gifting and the New Gift and Estate Tax Exclusion Numbers
Q. My son, Eric, recently got married to Jennifer, and my mother, Olivia, would like to give them a gift of $10,000 for their nest egg. She also has a history of giving small monthly gifts to the animal shelter. If my mother … [Read more...]
Social Security Recipients to Get 1.5% More in 2014
Nearly 63 million Americans receive either Social Security or Supplemental Security Income (SSI) benefits. In 2014, these recipients will see their benefits rise 1.5%, thanks to annual cost-of-living (COLA) adjustments. Beginning … [Read more...]
New Guides Available for Financial Caregivers
There may come a time when a loved one entrusts you with his or her financial business, by way of a Power of Attorney, designating you as his or her agent (also called attorney-in-fact). As an agent, your role is to manage your … [Read more...]
November is Long-Term Care Awareness Month: A Time to Plan Ahead
November is Long-Term Care Awareness Month, a time for families to educate themselves and prepare for potential long-term care needs. Planning ahead for long-term care better prepares families to live well in their later … [Read more...]
Estate Planning Mistakes: Widower’s Home is Now Owned by his Stepchildren
In 1982, William Irish married Janet Warnshuis, a widow who had 3 children from her prior marriage. In 1987, the couple purchased a home together in Corry, Pennsylvania. Both William and Janet contributed towards the purchase … [Read more...]
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