How Continuing to Work Affects Social Security Benefits
Many Americans nearing retirement age face a financial decision: Should they stop working entirely when they begin collecting Social Security benefits or continue to work?
Don’t Rely on Medicare or Medicaid for Your Long-Term Care
The new survey reveals the startling misconception that 58 percent of Americans believe Medicare will cover the costs of long-term care.
Estate, Long-Term Care Plans Under the ‘Big Beautiful Bill’
Here’s a breakdown of several top-level takeaways from the ‘One Big Beautiful Bill,’ a “once-in-a-generation” piece of legislation poised to shape generational wealth and family plans for decades to come.
5 Estate Planning Tips for the Non-Traditional Family
If your family contains opposite-gender parents in the first marriage for each and one or more kids, all healthy and thriving, your estate plan will probably be pretty straightforward. But if not, it’s not as simple and you have a lot of company.
When to Consider Discretionary Trusts for Your Estate Plan
A discretionary trust protects inherited assets from creditors, predators, and divorcing spouses by placing them under the control of a trustee, not the beneficiary.
Special Needs Planning for Blended Families
For blended families that include a child with special needs, financial and legal planning extends well beyond the usual parental concerns. But as with all family matters, proactive planning can help.
Estate Planning for Pets? 3 Famous Pet Inheritance Stories
A pet trust is a legal tool that can be put into place to ensure that your dog, cat, or other companion animal receives care even if you are no longer there to provide it. Consider three famous pet trust cases and the lessons you can learn so your furry family members can be protected through your plan.
Approaching Retirement Age? View the Senior Happiness Index
Caring.com has released its 2025 Senior Happiness Index, which sheds light on the states where seniors are the most content, enjoy the most connection with others, and live the longest.
Estate Planning Is a Show of Respect and Love for Family
No one expects to lose the ability to make their own decisions, but conditions like dementia, strokes, or traumatic brain injuries can strip people of that ability – sometimes earlier in life than expected.
Scam Email Targets Social Security Recipients
If you or a loved one are receiving Social Security benefits, be careful of downloading email attachments. You could receive a dangerous email from hackers pretending to be the Social Security Administration (SSA), and the email looks convincing.