The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
