April 2025

2024 Survey Shows Long-Term Care Costs Continue to Rise

The latest annual cost of care survey by Genworth and CareScout offers insight into the cost trends of long-term care in the United States.

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.

Home Safety for Aging in Place: A Guide for Older Adults

Aging in place safely can involve making modifications to ensure well-being, comfort, and accessibility for older adults. Check out some practical tips to create a safer living environment for aging loved ones.

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.

Report: Americans Overwhelmingly Support Social Security

Americans can agree on one thing: Social Security benefits should not only be preserved but strengthened — even if that means they must pay more to address the program's long-term financing gap.

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.

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.

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.

ABLE Accounts: When the Beneficiary Is No Longer Disabled

If an ABLE account has been set up for a person with special needs, what happens to the account if the beneficiary no longer qualifies as “disabled” according to IRS regulations due to medical improvement or inaccurate diagnosis?