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.
How IRS Layoffs May Affect Your Taxes and Estate Planning
As the Internal Revenue Service (IRS) faces workforce reductions under the Trump administration, experts say the cuts could strain the agency’s capacity to fulfill its primary functions.
Social Security Overpayment Rules Are Changing Once Again
Effective March 27, 2025, the Social Security Administration (SSA) reinstates the 100 percent policy to recover overpayments, reverting from the previous 10 percent withholding rate established in early 2024.
An Elder Care Lawyer Can Help You Get Medicaid Home Care
Medicaid can provide seniors with financial assistance for home care services. However, since the federal government and the individual states run Medicaid jointly, benefits coverage is different in each state.
Wealth Building With Cryptocurrency: A Generational Divide
Cryptocurrencies are generally considered a risky option for investing money, especially for older Americans who are in or close to retirement. But millennials and Gen Z consider them a risk worth taking.
Wendy Williams Case Shines Spotlight on Guardianships
The recent struggles of former talk show host Wendy Williams have brought significant attention to the complexities and potential pitfalls of guardianship arrangements.
Spring Cleaning for Your Estate Plan: Review and Revise
Creating an estate plan is not a one-time task. As your life changes, so should your estate plan.
Transfer-On-Death Accounts: A Useful Estate Planning Tool
A transfer-on-death (TOD) account may be a simple and straightforward way for you to pass your wealth or property on to your loved ones after your death.
Will You Owe a Gift Tax This Year?
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
Staying Safe in Winter Weather: Tips for Older Adults
Winter can be an enjoyable time of the year, but it can bring challenges, especially for older adults. Here are some ways seniors can stay safe and warm during the winter months.