What’s New for 2025?
New year, new changes! We look at 5 key updates coming in the new year that could impact your finances. Stay informed and prepared for 2025!
Beyond Inheritance: The Executor’s Essential Role in Settling an Estate
Director of Research, Nick Antonucci, CVA, CEPA, is joined by Managing Associate Melanie Wells, CFP®, and estate planning attorney Arun Gupta to break down a situation where a son has been named the executor of his mother’s estate. Arun explores the order in which the process usually follows and the duties of an executor.
2025 Medicare Open Enrollment Kicks Off
Medicare Open Enrollment is here! Now’s the time to review your coverage and make sure it fits your needs and budget for 2025. From switching plans to new cost caps on prescription drugs, learn about your options and key updates before the December 7 deadline.
A Critical Combo: Life Insurance with Long-Term Care Benefits
Long-term care expenses can be a major financial concern in retirement, but there are ways to plan ahead. From hybrid life insurance policies with LTC coverage to adding LTC riders to life insurance, there are alternatives to traditional LTC insurance. Explore the options to see what works best for you.
Minimize a Surviving Spouse’s Estate Tax: The Benefits of the Portability Election
We break down Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return and the portability election, a key feature that allows a surviving spouse to utilize their deceased spouse’s unused estate tax exclusion. Learn how this can save your family millions in estate taxes, the qualifications, special filing rules, and common complications when preparing the form.
Do You Know Your Medicare Coverage Options?
Choosing the right Medicare plan can be confusing, but it’s crucial for your health and finances. Learn the key differences between Original Medicare and Medicare Advantage, and find out when you can make changes to your coverage.
Avoid Financial Isolation: A Plan for Surviving Spouses
Research Analyst Nick Antonucci, CVA, CEPA is joined by Managing Associate D.J. Barker, CWS®, and Associate Josh Weidie, CFP®, CWS® to advise a couple preparing for one spouse to die. They cover the importance of using a records organizer, titling accounts, Powers of Attorney, and including the spouse in meetings with their trusted advisers.
If You Don’t Have a Will Yet, Why Not?
Think having a will can wait? 64% of Americans agree it’s important, but only 32% have one. 📝 We look at four common reasons people put it off—and why now is the perfect time to start your estate planning.
Protecting Our Seniors; Understanding and Preventing Scams
As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.
From Treasure to Burden: The Challenges of Inheriting Material Wealth
Estate planning attorney Arun Gupta joins Chief Investment Officer Troy Harmon, CFA, CVA, and Research Analyst Nick Antonucci, CVA, CEPA, to highlight some of the most problematic assets to leave to heirs and why it is best to manage expectations about inheritance, ensuring heirs have realistic expectations about what they may receive.