How to Make a Wealth-Transfer Plan

Holding hands

A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your estate to your beneficiaries. Baby boomers are already in the throes of the most significant wealth transfer in history. Over the next 25 years, they are expected to leave $68 […]

The Importance of Long-Term Care Planning

Long-term care coverage can fill in the gaps other health care insurance leaves behind.  Long-term care insurance helps cover the cost of assistance with daily living tasks, including bathing, dressing, eating, and mobility. This type of care is not covered by Medicare, supplemental Medigap policies, or other traditional health care insurance.  If you’re relatively young […]