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.
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.
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.
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.
How to Choose a Trustee
If you create an irrevocable trust, you will need a separate person or institution, called a trustee, to manage the trust either now or in the future. Choose the right trustee to fill this challenging role.
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.
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.
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.
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.