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Is Medicare Coverage Free?

After paying into Medicare through payroll withholding for many years, you might think your coverage will be free once you turn 65. You’d be wrong.

Posted on: October 1, 2019

Estate Planning Is for Everyone, at Every Age

There are milestones in every life. For many, graduations, marriage, children, opening a business and retiring are among these milestones.

Posted on: September 30, 2019

Does My Business Need a Succession Plan?

As a small business owner, you should be thinking about your succession plan. A succession plan—or exit plan—is the strategic transferring of management roles or ownership of the company to others, whether it be a family member, an employee or an outside party.

Posted on: September 26, 2019

What Are The Essential Estate Planning Documents?

The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.

Posted on: September 25, 2019

Don’t Forget to Update Your Estate Plan

Are you the type of person who signs their will, sticks it in a drawer and never looks at it again? Or are you constantly updating and making small changes to your will, based on which one of your grandchildren has fallen out of favor?

Posted on: September 25, 2019

Living Together Isn’t as Simple as You Think

For couples over 50, living together has a lot of appeal and is on the rise. In fact, the number of unmarried couples who are 50+ shot up 75% between 2007 and 2016, according to the U.S. Census Bureau.

Posted on: September 24, 2019

Feeling Squeezed? You Might be a Sandwich

Millions of Americans worry about saving enough for retirement, while also providing for their children’s future. However, most overlook another set of dependents who could cost them even more: their parents.

Posted on: September 23, 2019

Why Wills Need to be Updated

Your will may be the most important document you’ll ever write. The problem is, after many of us draft one, we put it somewhere for safekeeping and don’t look at it again. That can be a big mistake.

Posted on: September 20, 2019

Will a No-Contest Clause Protect Your Estate from Squabbling Kids?

We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about anything to avoid an estate battle. A “No Contest” provision is an attempt to preclude this and to give anyone who might be thinking about an estate battle a…

Posted on: September 19, 2019