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.
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.
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.
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.
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.
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.
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.
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.
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.