by Jackie Cara | Dec 4, 2024 | Uncategorized
Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural...
by Jackie Cara | Dec 4, 2024 | Uncategorized
Before the COVID-19 pandemic, Medicare beneficiaries who wanted to use virtual health care were few and far between — quite literally. Medicare policy stipulated that to be reimbursed for virtual care, also known as telehealth, a beneficiary had to live in a...
by Jackie Cara | Nov 6, 2024 | Uncategorized
When you lose a loved one, you naturally want to honor their life in a way that they would have appreciated. Yet many people struggle to decide on final arrangements for a late family member or close friend because they are unsure of the deceased person’s...
by Jackie Cara | Nov 6, 2024 | Uncategorized
A trustee is the person or institution appointed to manage a trust on behalf of beneficiaries of the trust. Being a trustee is a significant responsibility. Those serving in this role must always act in the best interests of beneficiaries when carrying out their trust...
by Jackie Cara | Nov 6, 2024 | Uncategorized
Probate is a legal process that happens after someone dies. While probate can be complex, lengthy, and expensive, an estate planning attorney or probate attorney can help mitigate unwanted risks. They will be able to anticipate what might happen and prevent issues...
by Jackie Cara | Nov 6, 2024 | Uncategorized
After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets. The newly...
