Category: Sept – Oct 2022

Trust Basics

A trust is created when a person transfers “stuff” to a trustee with the understanding that the trustee will manage it for the benefit of one or more beneficiaries. “Stuff” includes any kind of property you can own: real property, such as land and buildings (including timeshares) and personal property, such as bank accounts, stocks…
Does Dad Need More Help?

How do family members prepare for the day their senior needs more help — the kind of help that requires loved ones to re-prioritize their lives? If only there were a date set aside for this change in everyone’s life. Planning on change at this level has never been easy because a plan may not…
The Benefits of Medicare Advantage

A recent study concluded that beneficiaries enrolled in Medicare Advantage Prescription Drug plans spend almost $2,000 less per year on their healthcare costs when compared to those with Original Medicare (Parts A and B) and a stand-alone Medicare Prescription Drug plan (Part D).
Guard Your SS Card

The best way to guard your Social Security card is to keep it in a safe place and share it only when required. In fact, in most cases, just knowing the Social Security number should be enough.
It’s Medicare Season Again!

You know what that means! For millions of Medicare beneficiaries with a Medicare Advantage prescription drug or stand-alone Part D prescription drug plan, Oct. 15 to Dec. 7 is the annual open enrollment period.

Trust Basics