Probate Law: A Look Across States
Trusts are a common tool for bypassing probate, but states offer other options as well. These vary widely, underscoring the importance of understanding local laws if probate avoidance is a priority.
High 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.
Giving to Grandkids? Consider Gift Tax, 529 Plans, and More
Here are some issues grandparents should consider before making gifts to grandchildren or other family members.
Annual Gift Tax and Estate Tax Exemptions for 2026
The Internal Revenue Service (IRS) has released the gift tax and estate tax exclusions going into effect January 1, 2026. The federal estate tax exemption will increase to $15 million per individual; the annual gift tax exemption will remain at $19,000.
Estate Planning During a Divorce: Four Key Considerations
No matter how well couples plan their estates, no one plans for divorce. Here are some strategies to make sure your wishes are protected during and after the process of divorce.
Social Security Spousal Benefits and Survivor Benefits
Social Security doesn’t just pay retirement benefits to retired workers; in some circumstances, it also provides benefits to a worker’s spouse or ex-spouse and to a deceased worker’s surviving spouse.
Private Equity and Nursing Homes: What Families Need to Know
Research and reporting have shown mixed outcomes, but many studies suggest troubling patterns when private equity enters the nursing home sector.
Estate Planning: Funding Your Revocable Living Trust
Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.
Why Bruce Willis’s Family Moved Him into a Separate Home
This past August, Bruce Willis’s wife, Emma Heming Willis, revealed that Bruce had moved into a nearby one-story home staffed with full-time caregivers.
Baby Boomers and Beyond: Working Far Past Retirement Age
Nearly half a million Americans over the age of 80 are still working. For some, the choice to keep working is about staying active and engaged. For others, it’s necessary.