Could the Trump Admin Privatize Social Security?
There is an ongoing debate about privatizing Social Security, with some advocating for individual ownership and market-based approaches, while others support maintaining its current structure.
Cuts to Medicaid Benefits May Harm Millions of Older Adults
Medicaid, a vital program providing health care for low-income individuals, is facing potential funding cuts that could significantly affect older adults and people with disabilities.
Relief for Supplemental Security Income Recipients in 2025
In 2025, Supplemental Security Income (SSI) recipients who qualify for a waiver under the Campos v. Kijakazi settlement will likely receive them by this summer.
Generation Gaps Among Americans in Retirement Planning
Financial concerns and preparation strategies vary among different generations of Americans. From baby boomers entering retirement to Gen Zers just beginning their careers, members of each generation face unique obstacles and approaches while planning for their retirement years.
Stressed? Why a Little (Estate) Planning Can Go a Long Way
Consider the impact that stress has on your life and how to embrace strategies to manage it more effectively.
Shannen Doherty’s Estate Planning Amid Divorce
What happens if you die after you file for divorce but before it becomes final? Television actress Shannen Doherty faced this same question.
Congress Considering Full Repeal of Estate Tax
The Death Tax Repeal Act of 2025, introduced in the House of Representatives and the Senate this past February, is the latest GOP-led effort to permanently repeal the taxation of property transfers at death.
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 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.
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.
