Resources

There are a lot of misconceptions surrounding the Social Security system. Here are four common myths and the truth about how Social Security works and its future prospects.

The median cost of a private nursing home room in the United States has increased slightly to $92,378 a year, up 1.24 percent from 2015, according to Genworth’s 2016 Cost of Care survey, which the insurer conducts annually.

The famed recording artist Prince died leaving an unknown fortune and possibly no will or estate plan to dictate what to do with that fortune. Prince’s sister, Tyka Nelson, told the probate court in the Minnesota county where Prince lived that her brother did not have a will, which means his estate could be in court for years and exhaust millions of dollars in court fees and unnecessary taxes.

The Department of Labor has issued new rules aimed at helping those saving for retirement. The rules are intended to prevent financial advisors from steering their clients to bad investments that offer higher payments to the advisor by requiring financial advisers to act in the best interests of their clients.

If you or a loved one has been diagnosed with Alzheimer’s disease, it is important to start planning immediately. There are several essential documents to help you once you become incapacitated, but if you don’t already have them in place, you need act quickly after a diagnosis.

If you’ve lost a loved one, the last thing you want to do is spend a lot of time researching funeral homes to find the best prices. Unfortunately, funeral homes do not make it easy to figure out how much a funeral will cost. A survey by two consumer groups found that prices between funeral homes varied widely and getting information about pricing was difficult.

How you structure the required minimum distributions can have a profound effect on your own retirement and on what you leave your heirs.

A once-popular estate planning tool may now cost families more in taxes than it saves. Changes in the estate tax have made the “bypass trust” a less appealing option for many families.

A growing problem with adult guardianship abuse is causing calls to reform the system. Vulnerable elderly can get caught in the guardianship system, being harmed and exploited by the very process that is supposed to protect them.

Can you work while on SSI? Yes, if you know the rules. Learn how income affects SSI benefits and more strategies to keep social security benefits while working.

Learn to write a powerful Memorandum of Intent for your loved one with special needs. Special needs planning webinar series.

Safeguard SSI, Medicaid upon settlement or inheritance. Learn strategies to preserve benefits and ensure financial security for individuals with disabilities.

Don't miss experts Michele Fuller & Erika Riggs for a Q&A on special needs planning, disability benefits, SSI rules, and safeguarding your financial future.

Discover how special needs trusts protect benefits while providing fiduciary, caregiving, and asset management support. Learn to avoid common pitfalls and plan effectively for loved ones with disabilities.

Planning gifts for a loved one with disabilities requires careful consideration to avoid impacting their eligibility for government benefits. In this webinar, we will explore how ABLE accounts can be a powerful special needs planning tool for gifting to individuals with disabilities.

Learn the fundamentals of probate in Michigan with a focus on individuals with disabilities. This session will cover key topics such as estate administration for special needs heirs, guardianships for individuals with developmental disabilities, conservatorships, and the vital role of special needs trusts.

Navigating Supplemental Security Income (SSI) benefits can be complex, but understanding the process is crucial for securing the financial well-being of a loved one with special needs.

Deciding between guardianship and power of attorney is an important decision that can significantly impact the care and protection of a loved one. In this webinar, we will guide you through the key differences between these two legal tools and explain when each is appropriate.