We recommend that as you wrap up your end-of-life planning for yourself or your loved one, you set a reminder down the road to review the decisions that have been made.

There are many items that one may choose to gift to their family members or friends after they die, including, but not limited to, property, money, items of sentimental value, and other expensive items such as jewelry.

Perhaps early in your life after service, you focused on benefits and resources related to education programs, job searches, or training resources. Now it may be wisest to plan for your legacy and how to position your family/loved ones well to deal with your passing.

There are many different types of care options. Different choices may become more relevant over time. If you’d like help finding care in your area, email hello@peacefully.com or call (657) 999-0791.

We recommend that you plan for your pet, to make sure that they do not end up in a shelter or with someone who you will not care for them properly.

Sharing passwords may make it easier for your loved ones to find important documents, access pictures, and shut down the accounts you do not need anymore.

You can help protect your loved ones if you pass by purchasing life insurance. This is an especially good idea if losing your income would impact your family’s ability to pay expenses.

Add a joint owner or transfer on death to each bank and investment account and asset (e.g., car, real estate, business) to avoid probate.

Some airlines and credit card companies don't let you transfer points after death. If you are expecting to pass soon, you should transfer points.

If you care about any special personal items - such as collectibles, jewelry, antiques, and sentimental items - going to a specific person, you can give them away before you pass.

Share the information of important contacts so that your family can: (1) make sure they know if something happens and (2) find other important documents (if anything was missed before)

Gather and/or create important documents to make sure loved ones do not have to worry about making decisions or legal consequences immediately after you pass.

You may want to transfer the decedent's airline miles to a beneficiary/beneficiaries to continue using the miles.

You may want to transfer the decedent's airline miles and credit card points to a beneficiary/beneficiaries to continue using the benefits.

Cryptocurrencies, like Bitcoin and Ethereum, remain a relatively new invention. Over 425 million cryptocurrency users exist worldwide, with over 48 million in the United States. As the popularity and usage of cryptocurrency increases, it’s crucial to know how to handle them in the event of an owner’s death.

The U.S. Department of Agriculture (USDA) predicts that from 2022 to 2023 food prices will rise by 2.5% to 3.5%. This is a problem for many older adults living on a limited income with little space for budget flexibility. Fortunately, saving money at the grocery store is one of the simplest ways to make your budget stretch further.

Managing your money is hard for anyone, especially when you’re no longer working. It becomes an increasing struggle for older adults that retire since many rely on social security benefits and savings. Living on a fixed income can make it challenging to pay ongoing and unforeseen bills.

Considering the various subcategories of expenses and relevant tax regulations, filing taxes can be immensely stressful and confusing. Keeping in mind the digitalization of most filing procedures and platforms, which may make it more difficult for older adults to figure out how their age and social status affect their tax requirements, we’ve listed some tax deductions and benefits applicable to individuals aged 65 and older.

Setting up an estate sale for yourself or others may seem like a large and unfamiliar task, but it can be simple and efficient with a few easy steps.

For big, important decisions, it is best to have documents clearly stating what you want in the event of a tragedy or accident. Here are three documents you may want to consider having on hand.

This article will review the rules on transfer on death, or TOD, as well as go over some common terms from the field of estate management so you can figure out what rights you want to exert as you manage your estate.

GRIT trusts are often used by those with a fairly large estate to reduce the size of the tax burden on that estate. Read more about this estate management tool here.

Here is a full list of what you should include in a death packet to make the handling of your affairs much easier for your loved ones.

Blind trusts can create a layer of separation between your employment and investment, helping you avoid conflict of interest between your assets and your professional or political activities.

How exactly can a trust be revoked? Read this to find out who can revoke a trust, some common reasons why, and what the process involves.

Certain types of trusts called constructive trusts can be established against one’s will to remedy situations of "unjust enrichment." This occurs when someone possesses assets through breach of fiduciary duty or fraud.

If you would like to free yourself and your children from high estate taxes, a Qualified Personal Residence Trust (QPRT) can help. Once established, this trust will help you “freeze” the value of your residence and reduce the gift tax incurred when transferring your assets to your children.

As estate-protection tools, trusts have a reputation for being less flexible than simple bank accounts. While this is by and large true, Totten trusts are essentially bank accounts with a named beneficiary.

If you are looking for an effective way to reduce or eliminate estate taxes while keeping all the death benefits from your life insurance policies, this trust may be the right choice for you.

If you are leaving money behind for heirs who are new to managing money or have a hard time controlling their spending, you should look into spendthrift trusts.

By utilizing a generation-skipping trust, you are “skipping” one round of the inheritance tax, which can be a very significant benefit depending on the size of your estate.

For altruistic and financially savvy individuals with nonessential assets (such as stocks or real estate), a Charitable Trust could offer tax incentives and several financial benefits for you, your beneficiaries, and a charity of your choice.

High income earners may not find it necessary to qualify for benefits, while low income earners have no reason to worry about their eligbility. However, those who earn a little too much to qualify, but are close, should consider using one of these two trusts to become eligible.

Making sure you are setting up the right financial plan for your spouse, family, and legacy is one of the primary concerns in end-of-life planning. We’d like to cover which trust arrangement works best for married couples.

If you’ve ever wanted to know more about trusts, or are planning on creating a trust but don’t know where to start, this article provides you with a basic introduction to trusts and a guide to which type of trust you may want to select depending on your situation.

It is crucial that pets get necessary treatment and care in the event of an owner’s hospitalization or death. To promote the safety and well being of pets during these unfortunate events, the establishment of a pet trust is a must.

How do you know if you or your loved one are covered for COVID-19 health issues in your employer’s workers’ compensation policy? Find out here.

Skilled nursing is high-level medical care that can only be provided by a licensed clinician or therapist at a patient’s home or in a facility.

Deciding which long-term care services are best suited for us depends on having a knowledge of those services, as well as a willingness and ability to pay for them.

This piece aims to demystify living trusts and examine both their advantages and their disadvantages.

As healthcare costs continue to rise in America, it is important to know what financing mechanisms are available to you or your loved one as the end of life nears.

If a family member is diagnosed with Alzheimer’s disease, end-of-life preparations become all the more important, serving as a guide for one’s preferences and a voice of reason down the road.

Ultimately, ghosting is a preventable crime. Follow these steps to ensure your loved one’s identity and assets are protected from theft.

Many individuals who need long-term care services may face the dilemma of having too much income and/or assets to qualify for Medicaid. However, they may also run out of money trying to pay for the services out of pocket.