Gen X, Millennials Set to Inherit Trillions in Real Estate
When inheriting property, heirs have tough choices: keep it, sell it for cash and investment freedom, or use smart financial strategies to manage the asset and cut down on taxes.
DetailsHow Medicare Beneficiaries Can Fight a Hospital Discharge
If you are admitted to a hospital as a Medicare patient, the hospital may try to discharge you before you are ready. It is important to know your rights and how to appeal.
DetailsWhen to Fire a Trustee
Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee’s actions (or lack thereof) threaten the integrity of the trust.
DetailsA Creative Way to Craft Your Estate Planning Legacy
The ultrawealthy provide insights about how to use trusts to transfer and protect wealth and how to have money conversations with heirs.
DetailsWhat Is the Generation-Skipping Transfer Tax?
If you are leaving property to a grandchild, there is a tax you should know about. The generation-skipping transfer tax affects property passed to a grandchild in a will or trust.
Details2026 Medicaid Long-Term Care Benefits When You Are Married
Medicaid permits the healthy spouses of Medicaid patients who need long-term care services to retain limited resources to keep them from becoming impoverished.
DetailsAffordability, Elder Financial Abuse, and Estate Planning
The ‘affordability crisis’ is fueling a surge in financial elder abuse, including ‘inheritance impatience’ and ‘inheritance preservation’ schemes. Pushed to their financial limits, adult children are asking parents to hand over their wealth early, or to stop spending it.
DetailsHow Higher Medicare Costs Will Affect Older Adults in 2026
The Centers for Medicare & Medicaid Services (CMS) has announced the Medicare premiums and deductibles for 2026.
DetailsExecute a Durable Power of Attorney Before It’s Too Late
A durable power of attorney is an extremely important estate planning tool, but many people delay completing this vital estate planning step until it’s too late and they no longer are legally capable of doing it.
DetailsHigh Earners Over Age 50 Will Lose a 401(k) Tax Break
If you’re 50 or older and in a high-income bracket, a new rule means that a familiar tax deduction for extra catch‐up contributions to your 401(k) may vanish and you’ll be required to make those extra contributions to an after-tax Roth account.
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