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According to the federal government, unless Congress acts to intervene, Social Security shortfalls are expected beginning in 2035.

Both workers and retirees may need to rethink some of their estate planning in light of the newest spending bill. The Setting Every Community Up for Retireme...

Starting in 2020, the Oregon legislature revised the rules for administering “small estates.” If you die after January 1, 2020, and your estate is a “small ...

Retirement account planning has changed due to the SECURE Act

Proper planning ensures that your wishes will be followed and that your family will have less to worry about after you are gone.

After small or no increases the past couple of years, Medicare’s Part B premium will rise sharply in 2020.

The Internal Revenue Service (IRS) has announced the amount taxpayers can deduct from their 2020 income as a result of buying long-term care

Nursing home residents do not automatically have to sell their homes in order to qualify for Medicaid, but that doesn't mean the house is co

When creating an estate plan, the main decision is how your assets will be distributed after you pass away. Understanding "per stirpes" and

When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan. Surviving s

Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family's future.

This season causes more challenges for seniors. However, with these few tips, it will be easy to stay safe while still enjoying the joyous holidays: Dress fo...

But if you postpone planning for your demise until it is too late, you run the risk that your intended beneficiaries -- those you love the m

A durable power of attorney is one of the most important estate planning documents you can have. It allows you to appoint someone to act for

Learn how to protect yourself and your assets Now!

Long-term care costs can add up quickly. For veterans and the surviving spouses of veterans who need in-home care or are in a nursing home,

Many people like the idea of leaving bequests to favorite charities in their wills. But instead of leaving money to a charity in your will,

There are lots of misconceptions about estate planning, and any one of them can result in costly mistakes. Understanding who needs an estate

We want to help you protect yourself and youe assets.

Every couple needs to redo their estate plan before they get remarried. The following are some ideas for reducing or eliminating disputes be