128 Carnegie Row, Suite 204 Norwood, MA 02062 (781) 821-8800
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November 2025
The Care Your Family Needs
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2.8 Percent COLA Increase for 2026 Social Security Benefits
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On October 24, 2025, the Social Security Administration (SSA) announced that Social Security beneficiaries will receive a 2.8 percent cost-of-living adjustment (COLA) in 2026.
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Affordable Housing Is Getting Scarce for Older Adults
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Despite over 2 million older adults receiving federal rental assistance, only about one in three older adults who need federal rental assistance receive it. The situation, experts say, is likely to worsen in light of possible rule and policy changes.
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Private Equity and Nursing Homes: What Families Need to Know
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Research and reporting have shown mixed outcomes, but many studies suggest troubling patterns when private equity enters the nursing home sector.
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Social Security Spousal Benefits and Survivor Benefits
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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.
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Will a Revocable Living Trust Reduce Your Estate Tax?
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Many people assume that when they establish a revocable living trust, property held in the trust will completely avoid federal estate taxes after their death, when in fact living trusts do not provide any unique estate tax avoidance strategies.
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Estate Planning: Funding Your Revocable Living Trust
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Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.
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8 Estate Planning Myths Debunked
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Estate planning gives you control over what happens to your assets, your health care, and your loved ones. The myths that prevent people from planning often lead to unnecessary hardship for families.
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2.8 Percent Increase in 2026 for SSI and SSDI Recipients
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A slight raise in benefits payments is coming in 2026 for Americans who rely on Social Security disability benefits programs such as Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI).
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The Risks of Crowdfunding for People With Special Needs
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While crowdfunding through social media and platforms such as GoFundMe can provide a financial lifeline for individuals with disabilities, it also carries risks, particularly regarding eligibility for means-tested government benefits such as Supplemental Security Income or Medicaid.
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People With Disabilities Could Save More Under Proposed Bill
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The ABLE Employment Flexibility Act seeks to allow individuals with disabilities to contribute a portion of their earned income to their ABLE accounts beyond the standard contribution limit.
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Proposed SSI Rule Could Affect People With Disabilities
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Under a newly proposed rule, hundreds of thousands of Supplemental Security Income (SSI) recipients, including many disabled adults and children, would have their benefits cut or lose eligibility entirely.
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