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5 Ways to Update Your Estate Plan After a “Gray” Divorce

Deciding to end a marriage as an older adult is increasingly common. If your marriage ended later in life, you could be part of the “gray” divorce trend. AARP reports that Baby Boomers, those born between 1946 and 1964, are the generation with the highest...

Securely Storing Your Legal Documents

Among your key estate planning documents are your will, living wills, powers of attorney, and medical directives. Securing these somewhere your survivors can easily access them is crucial. Consider storing other information, like birth certificates, marriage licenses,...

Financial Planning: High-Net-Worth Wealth Transfer to Heirs

The great wealth transfer is underway in America. Through 2045, Baby Boomers will pass down assets worth roughly $84 trillion to Gen Z, Millennials, and Gen X. What constitutes a high-net-worth (HNW) inheritance? In the United States, that number averages nearly...

AI and Obituaries: Did AI Write This Death Announcement?

For many, obituaries play an essential role in mourning. They notify community members of a person’s passing and pay tribute to their life. While the practice of sharing death notices originated in ancient Rome, modern obituaries developed in the 1930s and...

Food Will No Longer Count as Income for SSI Recipients

The Social Security Administration (SSA) has announced a major change regarding how it calculates In-Kind Support and Maintenance (ISM) for recipients of Supplemental Security Income, or SSI. Beginning later this year, the SSA will no longer count “free...