Changing an Estate Plan

Life happens. Assets change. Relationships change… and your estate plan should change with these major life events. Luckily, it isn’t hard to do. We’ll show you how.

Advantage vs Supplement

Medicare Advantage and Medicare Supplement cover gaps in Medicare, each in slightly different ways. We’ll compare them to make your decision easier.

Social Security or 401(k)?

Are you better off taking taking Social Security benefits and allowing your 401(k) to grow, or should you delay Social Security and tap into your 401(k) dollars?

Preparing to Meet with an Attorney?

Meeting with an attorney around your estate planning is nothing to stress over. Here are some things to bring to make the conversation as simple and effective as possible.

Coverage Gaps

You’ll find significant gaps in Medicare coverage. Luckily, there are ways to fill those gaps and reduce your financial risk.

Spouses & Social Security

How do your Social Security benefits work together with your spouse’s Social Security benefits? What about spousal and survivor benefits? Work as a team to get the most out of Social Security.

Passing on Property

Passing on property can get tricky, and there are three types: Real Property, Personal Property, and Accounts. We’ll cover all of them and how to plan for each.

Medicare Parts

Medicare has Part A, B, C, & D. Each covers something different and each works in unique ways.

Social Security & Taxes

Are you taxed on your Social Security income? What taxes do you pay in retirement? How can you avoid high tax brackets during retirement?

Incapacity Planning

What happens if you become incapacitated and cannot make decisions for yourself? Incapacity planning allows you to decide how your finances and health will be managed.