What We Know So Far About the New Medicaid Work Requirements
Takeaways A new federal law passed in 2025 requires most low-income adults (ages 19–64) on Medicaid to start meeting work or community engagement requirements (like
Nancy Guthrie’s Disappearance: Keeping Older Adults Safe
Takeaways The disappearance of Nancy Guthrie highlights the tension between an older adult’s desire to “age in place” and an adult child’s concern for their
A New Peak: Older Adult Outdoor Activity Rates Climb
Takeaways Older adults are more physically active outdoors than ever before, with rates more than doubling in the past decade. Effective legal and financial planning
Benjamin Franklin’s Estate Planning Lessons
Takeaways Benjamin Franklin left a 200-year gift that shows estate planning isn’t just about passing down money; it’s about creating a plan that works long
Gen X, Millennials Set to Inherit Trillions in Real Estate
Takeaways The largest transfer of wealth in history is underway, as baby boomers start to pass down trillions of dollars in assets, including about $4.6
Why and How to Change an Irrevocable Trust
Takeaways “Irrevocable” isn’t always final: While most trusts become “irrevocable” (unchangeable) after the creator (grantor) dies, this doesn’t mean they are totally untouchable. Why trusts
When to Fire a Trustee
Takeaways A trustee is a crucial position with significant responsibilities, and while they are chosen for their trustworthiness, they can be removed if they fail
A Creative Way to Craft Your Estate Planning Legacy
Takeaways Estate planning isn’t just for the ultra-rich; trusts are valuable tools for anyone looking to structure wealth transfer, protect assets, and minimize conflict, regardless
What Is the Generation-Skipping Transfer Tax?
Takeaways The generation-skipping transfer (GST) tax applies primarily to very large estates that transfer wealth to grandchildren (or unrelated individuals 37.5+ years younger), ensuring at
Jump-Starting Savings With Trump Accounts
Takeaways Through Trump Accounts, the federal government will provide a one-time seed contribution of $1,000 for eligible American children born between January 2025 through December
