A Creative Way to Craft Your Estate Planning Legacy
The ultrawealthy provide insights about how to use trusts to transfer and protect wealth and how to have money conversations with heirs.
What Is the Generation-Skipping Transfer Tax?
If you are leaving property to a grandchild, there is a tax you should know about. The generation-skipping transfer tax affects property passed to a grandchild in a will or trust.
Planning for Low Affordability: Strategies for Homebuyers
As boomers live longer, spend more in retirement, and hold onto their homes, many younger adults are discovering that the inheritance they hoped would help level the playing field isn't coming, or will be far smaller and far later than expected. This widening intergenerational homeownership gap has consequences for Americans on both ends of the spectrum.
Affordability, Elder Financial Abuse, and Estate Planning
The 'affordability crisis' is fueling a surge in financial elder abuse, including 'inheritance impatience' and 'inheritance preservation' schemes. Pushed to their financial limits, adult children are asking parents to hand over their wealth early, or to stop spending it.
Execute a Durable Power of Attorney Before It’s Too Late
A durable power of attorney is an extremely important estate planning tool, but many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.
Avoid Disputes Between Your POA Agent and Health Care Proxy
A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.
New Long-Term Care Insurance Premium Deductions for 2026
Many people assume they will never need long-term care. However, nearly 70 percent of adults age 65 and over will require such services at some point in their later years. Long-term care insurance (LTCI) can help older adults afford the long-term care services they may one day need.
Two N.J. Nursing Home Owners Accused of Fraud, Elder Abuse
Two privately held nursing homes in New Jersey are accused of siphoning off tens of millions of dollars in Medicaid funding while residents endured unsafe and inhumane conditions.
2026 Medicaid Long-Term Care Benefits When You Are Married
Medicaid permits the healthy spouses of Medicaid patients who need long-term care services to retain limited resources to keep them from becoming impoverished.
How Higher Medicare Costs Will Affect Older Adults in 2026
The Centers for Medicare & Medicaid Services (CMS) has announced the Medicare premiums and deductibles for 2026.