February 2025

Estate Planning in the Face of Natural Disasters

The recent Los Angeles wildfires are a stark reminder of the sudden intensity with which disaster can strike, resulting in the loss of life and property.

Will You Owe a Gift Tax This Year?

If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?

Transfer-On-Death Accounts: A Useful Estate Planning Tool

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.

When, Why, and How to Talk About End-of-Life Care

By avoiding planning for end-of-life care and failing to discuss preferences with our loved ones, we do them a disservice.

The Social Security Fairness Act: Will It Affect You?

The Social Security Fairness Act was signed into law on January 6, 2025, by President Biden. The bill will boost monthly Social Security benefits for nearly 3 million people.

Staying Safe in Winter Weather: Tips for Older Adults

Winter can be an enjoyable time of the year, but it can bring challenges, especially for older adults. Here are some ways seniors can stay safe and warm during the winter months.

Four Key Medicare 2025 Changes You Need to Know

Medicare is constantly evolving to adapt to the needs of older Americans, and several significant changes have been incorporated into the program for 2025.

Extra Income and SSI Eligibility: A Delicate Dance

Most people would jump at the chance to earn additional income or to receive a large cash gift from a friend or relative. But for SSI recipients, extra income sometimes causes more problems than it's worth.