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,
Estate Planning: Funding Your Revocable Living Trust
Takeaways A revocable living trust is a valuable estate planning tool that helps manage finances during life and incapacity and provides financial security for loved
Will a Revocable Living Trust Reduce Your Estate Tax?
Takeaways Federal estate taxes are not a universal burden. They are only applicable if your combined assets, which include both gifts made during your lifetime
Social Security Spousal Benefits and Survivor Benefits
Takeaways Social Security provides spousal benefits to eligible spouses of retired or disabled workers, potentially up to half of the worker’s full retirement benefit. Survivor
Private Equity and Nursing Homes: What Families Need to Know
Takeaways Private equity firms are increasingly acquiring nursing homes, which can lead to quality-of-care issues, staffing cuts, reduced services and supplies, and financial strategies that
Affordable Housing Is Getting Scarce for Older Adults
Takeaways Older adults across the United States are increasingly struggling to find affordable housing and facing rising rents, the risk of homelessness, and a lack
2.8 Percent COLA Increase for 2026 Social Security Benefits
Takeaways Social Security benefits will increase by 2.8 percent in 2026 due to the annual cost-of-living adjustment (COLA). This increase applies to Social Security and
Baby Boomers and Beyond: Working Far Past Retirement Age
Takeaways A growing number of Americans are working past traditional retirement age, often due to financial necessity but also for engagement and purpose. Working later
