Your Unpaid Medical Debt Won’t Be Erased From Credit Reports
Takeaways A recent federal court ruling reversed a rule that would have removed medical debt from credit reports, meaning this debt can continue to negatively
Giving to Grandkids? Consider Gift Tax, 529 Plans, and More
Takeaways Grandparents should clarify whether financial assistance for their grandkids is a gift or a loan. Consider 529 plans for education funding to ensure fairness
Can Oregon Launch Universal Health Care in the U.S.?
Takeaways Oregon is seeking to establish a statewide, single-payer health care system after Vermont failed in its attempt. The state is moving slowly and carefully,
High Earners Over Age 50 Will Lose a 401(k) Tax Break
Takeaways Starting in 2026, employees aged 50 and older who earn over $145,000 must make 401(k) catch-up contributions on an after-tax (Roth) basis, losing the
Probate Law: A Look Across States
Takeaways Probate is a legal process for settling an estate. It can be costly and time-consuming but can often be avoided through various estate planning
Protecting Loved Ones From Funeral Debt
Takeaways The median cost of a funeral (viewing and burial) is over $8,000 in the United States and over $6,000 for cremation, according to 2023
Survey Highlights Inheritance Expectation Gap
Takeaways There’s a notable “inheritance expectation gap” between older adults’ plans to leave inheritances and younger adults’ expectations of receiving them, as revealed by a
Annual Gift Tax and Estate Tax Exemptions for 2026
Takeaways The federal estate tax exemption for 2026 will increase to $15 million per individual, with married couples exempt up to $30 million. The annual
8 Estate Planning Myths Debunked
Takeaways Estate planning is crucial for everyone, regardless of age or wealth, to protect your family, money, property, and wishes. Many common myths about estate
Estate Planning During a Divorce: Four Key Considerations
Takeaways Review and update legal documents. Divorce necessitates reviewing and updating existing legal documents such as wills, trusts, health care proxies, and powers of attorney,
