Our Estate Planning Blog
When she worked on the trading floor of the Chicago Board Options Exchange, long before cellphone calculators, Susan Saran could perform complex math problems in her head. Years later, as one of its top regulators, she was in charge of investigating insider trading deals. Today, she struggles to remember multiplication tables.
Five of the most common mistakes are easy to avoid with the right information and support, as well as a little creativity.
The marketing brochure, website, and lobby might be lovely, but you should base your decision about a long-term care facility on much more data than those things.
My parents are in their 70s and they don’t have anything planned. I’ve spoken with them about the importance of planning.
Older adults who lack meaningful contacts with friends, relatives, or neighbors are at a higher risk than their peers of developing depression, heart disease, infections and premature cognitive decline.
Relocating for retirement and trimming the budget line for taxes are among the many tasks preretirees and retirees have on their to-do lists.
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
Healthcare can be a daunting prospect for seniors, namely because health issues can creep up as people age, and because Medicare comes with a lot of hidden costs that seniors aren’t well-prepared for. However, if there’s one health-related expense that can really catch retirees off-guard, it’s none other than long-term care.
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.
If you are single or are a widow or widower and will likely never return home after moving into a Medicaid certified nursing home, the house can be sold, and planning might be done with the proceeds of the sale.
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