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.
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.
Affordability, Elder Financial Abuse, and Estate Planning
The 'affordability crisis' is fueling a surge in financial elder abuse, including 'inheritance impatience' and 'inheritance preservation' schemes. Pushed to their financial limits, adult children are asking parents to hand over their wealth early, or to stop spending it.
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.