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Three Reasons to Have a Health Care Proxy
A health care proxy is a legal document that gives another person the authority to make medical decisions on your behalf in the event you are unable to make or state your own decisions and wishes. It...
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Resources for Choosing a Health Care Proxy
One of the most important steps you can take about your own health care is to name a health care proxy. A health care proxy is a person you appoint to make health care decisions for you—according to...
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Six Key Steps for Estate Planning
Once you’ve completed an estate plan, it’s not a one-and-done task. We recommend reviewing your estate plan every few years. Changes in state and federal law can impact estate plans. You might need to...
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Communicating Your Estate Plan to Your Family
Developing and finalizing an estate plan is one of the most important things you can to do protect your assets and legally document your wishes about health care decisions in the event that you are...
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Essential Elements of an Estate Plan
A June 2021 Gallup poll showed that less than half of adults in the United States have a will, a key element in an estate plan. A lot of people understand how important it is to create the legal...
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Start Early to Plan for Your Retirement
When is the right time to start planning for retirement? It’s not when you’re 30 or 45 or 50. It’s right now, no matter what your present age is. You can’t start too early to save for retirement, but...
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Seven Tips for Planning for Retirement: Insights from a Massachusetts Elder...
Now is the right time to start saving for retirement and preparing your estate. Whether you’re a young adult launching your first career or a seasoned employee with decades of work experience under...
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Planning for Long-Distance Caregiving
As the Baby Boomer generation enters their twilight years, a large percentage of their children find themselves sandwiched between responsibilities for their own family and their aging parents. For...
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What You Need to Know About Estate Planning and Divorce
Estate planning can be a difficult process under the best of circumstances, to say nothing of how long and involved things become if you’re also adding the stress of going through a divorce. If you’re...
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Tips to Keep Earning Even into Retirement
Are baby boomers prepared for retirement? According to the nonprofit Transamerica Center for Retirement Studies® 2021 Annual Retirement Survey of Workers, just 24 percent of American workers are very...
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