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May 2025

The Care Your Family Needs

Congress Considering Full Repeal of Estate Tax
The Death Tax Repeal Act of 2025, introduced in the House of Representatives and the Senate this past February, is the latest GOP-led effort to permanently repeal the taxation of property transfers at death.

Generation Gaps Among Americans in Retirement Planning
Financial concerns and preparation strategies vary among different generations of Americans. From baby boomers entering retirement to Gen Zers just beginning their careers, members of each generation face unique obstacles and approaches while planning for their retirement years.

Stressed? Why a Little (Estate) Planning Can Go a Long Way
Consider the impact that stress has on your life and how to embrace strategies to manage it more effectively.

Cuts to Medicaid Benefits May Harm Millions of Older Adults
Medicaid, a vital program providing health care for low-income individuals, is facing potential funding cuts that could significantly affect older adults and people with disabilities.

Could the Trump Admin Privatize Social Security?
There is an ongoing debate about privatizing Social Security, with some advocating for individual ownership and market-based approaches, while others support maintaining its current structure.

What Impact Could the HHS Downsizing Have on Older Adults?
Recent restructuring at the Department of Health and Human Services (HHS) is raising concerns among advocates and some lawmakers regarding their potential effects on older adults and people with disabilities.

Passing Retirement Benefits to a Child With Special Needs
Many parents have their retirement savings socked away in 401(k)s and IRAs. There are ways for beneficiaries to avoid paying taxes on the funds prematurely, but when a beneficiary has special needs, things get thorny.

10 Tips to Consider for Special Needs Planning
Careful planning for a loved one with special needs is critical in protecting their future. This article offers tips and a comprehensive approach to care and financial support without affecting government benefits.

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