Planning for Life | March 2010

Planning for Life March 2010 This Month’s Articles: More Seniors Eligible for Big Medicare Drug Subsidy Demise of Estate Tax Could Have Serious Consequences for Spouses Book Review: Next Steps: A Practical Guide to Planning for the Best Half of Your Life How to...

Planning for Life | February 2010

Planning for Life February 2010 This Month’s Articles: Congress Lets Estate Tax Expire, But May Act Retroactively Things to Remember at Tax Time Book Review: The Complete Eldercare Planner To Roth or Not to Roth? Avoiding Expensive Funerals Congress Lets Estate...

Planning for Life | January 2010

Planning for Life January 2010 This Month’s Articles: Online Retirement Planning Calculators Measure Risk Poorly, Study Finds Bank Pays Price for Refusing to Honor Request Made Under a Power of Attorney BOOK REVIEW: How to Care for Aging Parents Financial Crisis...

Planning for Life | December 2009

Planning for Life December 2009 This Month’s Articles: Medicare’s Open Enrollment Season Has Begun The Effects of Health Care Reform on Long-Term Care Book Review: The Boomer’s Guide to Aging Parents End-of-Year Tax Planning Considerations No Change...

Planning for Life | November 2009

Planning for Life November 2009 This Month’s Articles: Medicare Part B Premiums to Rise 15 Percent for Some, or Maybe None Understanding the Differences Between a Will and a Trust Book Review: The Alzheimer’s Advisor: A Caregiver’s Guide to Dealing...
Planning for Life | October 2009

Planning for Life | October 2009

Planning For Life In This Issue Insurance Industry Fighting to Remove Kennedy’s LTC Plan From Health Reform Program Provides Support Services to Family Caregivers Book Review: A Parent’s Guide to Wills & Trusts: For Grandparents, Too What Is a Trust...