Retirement Community Cannot Forbid Medicaid Spend-Down
Maryland's highest court has ruled that a continuing care retirement community's requirement that residents not spend down their assets to qualify for Medicaid violates Medicaid law.
Social Security Overpayment Rules Are Changing Once Again
Effective March 27, 2025, the Social Security Administration (SSA) reinstates the 100 percent policy to recover overpayments, reverting from the previous 10 percent withholding rate established in early 2024.
Home Safety for Aging in Place: A Guide for Older Adults
Aging in place safely can involve making modifications to ensure well-being, comfort, and accessibility for older adults. Check out some practical tips to create a safer living environment for aging loved ones.
How Estate Plans Can Help Family Members Avoid Legal Battles
There are so many ways that family problems can become legal problems when a loved one needs end-of-life care or passes away, leaving an inheritance.
Charitable Remainder Trusts: “Test-Drive” Charitable Giving
Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while supporting a charity, offering the opportunity to "test-drive" a charity before making a long-term commitment.
How IRS Layoffs May Affect Your Taxes and Estate Planning
As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency's capacity to fulfill its primary functions.
2024 Survey Shows Long-Term Care Costs Continue to Rise
The latest annual cost of care survey by Genworth and CareScout offers insight into the cost trends of long-term care in the United States.
What Is a Last Will and Testament, and Do I Need One?
Although a will is one of the most common estate planning tools available, many are often unsure of what it is or what it does. Learn more about why you should have one.
Green Burials, Eternal Reefs, and Your Estate Plan
From traditional burials rooted in religious customs to emerging eco-friendly methods, the journey of how we handle the deceased offers a fascinating glimpse into our society's evolving relationship with death.
Wealth Building With Cryptocurrency: A Generational Divide
Cryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.