by Kay Dee Cole | Aug 19, 2026 | Estate Planning
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Many people don’t even know they are a beneficiary until the trust owner has passed away, adding complexity to an already uncertain transition. Trusts can...
by Kay Dee Cole | Oct 29, 2025 | Medicare, Retirement
Samaritan Health Services, which operates five hospitals and more than 100 clinics in and around Corvallis, Oregon, recently announced that it will end its Samaritan Advantage Premier Plan (SAPP) starting January 1, 2026 (here’s the press release). After that, they...
by Kay Dee Cole | Oct 23, 2025 | Estate Planning, Financial Planning
If you’re reading this article to try to figure out what to do with inheritance money, let me start by saying two things: I’m sorry for your loss. Whether you were close to the person who passed away or not, losing someone is a difficult journey. Good job seeking...
by Kay Dee Cole | Aug 12, 2025 | Medicare, Retirement
There are a lot of political footballs being thrown around these days, and it seems like Medicare might be one of the most popular. It’s unfortunate to see it used that way, considering how important it is to the healthcare of so many people (more than 66 million)....
by Kay Dee Cole | Jun 5, 2025 | News, Retirement
Depending on who you ask, the Big Beautiful Bill (BBB) is either our “best chance in a generation” or will lead to the deaths of tens of thousands of people every year. The truth, as always, is somewhere in the middle. It’s not all great, it’s not all terrible. Here...
