How to Prevent Long-Term Care Insurance Claim Denials
Understanding why long-term care insurance denials happen and how to avoid them can save families significant stress and expense.
2027 Will Bring Lower Prices for 15 Medicare Part D Drugs
The cost of 15 high-priced Medicare Part D drugs, used to treat conditions such as cancer and diabetes, will be significantly lower starting in 2027.
Potential Changes to SSDI Benefits May Affect Older Adults
Existing Social Security Disability Insurance (SSDI) rules grant specific accommodations based on age, particularly for workers over age 50. However, changes to these age-related criteria could significantly increase the number of older adults whose disability benefits applications are denied.
Some Older Adults May Qualify for a New $6,000 Tax Break
As of the 2025 tax year, many older Americans may realize a new tax benefit thanks to a provision in the One Big Beautiful Bill Act.
Jump-Starting Savings With Trump Accounts
Tucked into the One Big Beautiful Bill Act (OBBBA) enacted in July 2025 is a new savings program designed to give American children a financial head start.
When to Fire a Trustee
Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee's actions (or lack thereof) threaten the integrity of the trust.
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.
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.
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.
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.