by Jackie Cara | Feb 11, 2025 | Uncategorized
Takeaways Having an open, honest discussion with your loved ones about what you would prefer for your end-of-life care can be helpful in preparing for the unexpected. Talking about death, especially one’s own death, remains a topic that most people avoid...
by Jackie Cara | Feb 11, 2025 | Uncategorized
Takeaways A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death. TOD accounts can help your loved ones receive your financial assets upon your death without having to go...
by Jackie Cara | Feb 11, 2025 | Uncategorized
Takeaways Natural disasters such as wildfires, floods, and hurricanes highlight the importance of disaster preparedness in estate planning. Such events can destroy crucial estate planning documents, leading to complications like probate delays, disputes, and...
by Jackie Cara | Feb 11, 2025 | Uncategorized
The rules surrounding taxes on gifts often create confusion. With the 2025 tax season kicking off, be sure you understand the nuts and bolts of the gift tax, including when a gift tax form needs to be filed. What Is the 2024 Gift Tax Exclusion? The annual gift tax...
by Jackie Cara | Feb 11, 2025 | Uncategorized
Winter can be an enjoyable time of the year, with holidays, time with family, and winter scenery. But it can bring challenges, especially for older adults. Keeping a home warm enough can be expensive, staying warm while outside is more difficult, and driving, and even...
by Jackie Cara | Feb 10, 2025 | Uncategorized
Takeaways Many people misjudge how much they will need for retirement health care expenses. Failing to properly account for these costs can severely affect retirement security, leading to financial strain and potential reliance on government assistance. It can be easy...
