9 FAQs for Agents Under a Power of Attorney
Serving as an agent under a power of attorney? Learn your fiduciary duties, when authority begins, and how to keep records, avoid liability, handle co-agents, resign, and more.
Benjamin Franklin’s Estate Planning Lessons
Benjamin Franklin didn't just leave behind inventions, famous sayings, and a founding role in American history. He also left behind one of the most audacious estate planning experiments ever attempted - a plan designed to outlive everyone involved by centuries.
Nancy Guthrie’s Disappearance: Keeping Older Adults Safe
Aging in place and safety are not mutually exclusive. Many practical steps can reduce risks and provide reassurance to concerned family members.
What We Know So Far About the New Medicaid Work Requirements
To stay eligible for Medicaid, most adult Medicaid enrollees who are between the ages of 19 and 64 and who do not meet work requirement exemptions will need to document that they meet a minimum of 80 hours per month of qualifying activities, such as community service or enrollment in school.
A New Peak: Older Adult Outdoor Activity Rates Climb
Effective legal and financial planning for seniors with active lifestyles requires more than a traditional estate plan. Specialized documents can better address the risks of injury, temporary incapacity, and logistical issues that may arise during short-term disruptions while away from home.
Why and How to Change an Irrevocable Trust
Even a well-drafted trust can fail to work the way the grantor intended. Laws change, family circumstances evolve, assets move in and out of the trust, and trustees make mistakes. The good news is that "irrevocable" does not always mean untouchable.
Gen X, Millennials Set to Inherit Trillions in Real Estate
When inheriting property, heirs have tough choices: keep it, sell it for cash and investment freedom, or use smart financial strategies to manage the asset and cut down on taxes.
How Medicare Beneficiaries Can Fight a Hospital Discharge
If you are admitted to a hospital as a Medicare patient, the hospital may try to discharge you before you are ready. It is important to know your rights and how to appeal.
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.
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.