February 2026

Jump-Starting Savings With Trump Accounts

Tucked into the One Big Beautiful Bill Act (OBBBA) enacted in July 2025 is a new savings program designed to give American children a financial head start.

Some Older Adults May Qualify for a New $6,000 Tax Break

As of the 2025 tax year, many older Americans may realize a new tax benefit thanks to a provision in the One Big Beautiful Bill Act.

What Is the Generation-Skipping Transfer Tax?

If you are leaving property to a grandchild, there is a tax you should know about. The generation-skipping transfer tax affects property passed to a grandchild in a will or trust.

A Creative Way to Craft Your Estate Planning Legacy

The ultrawealthy provide insights about how to use trusts to transfer and protect wealth and how to have money conversations with heirs.

When to Fire a Trustee

Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee's actions (or lack thereof) threaten the integrity of the trust.

How to Prevent Long-Term Care Insurance Claim Denials

Understanding why long-term care insurance denials happen and how to avoid them can save families significant stress and expense.

2027 Will Bring Lower Prices for 15 Medicare Part D Drugs

The cost of 15 high-priced Medicare Part D drugs, used to treat conditions such as cancer and diabetes, will be significantly lower starting in 2027.

Potential Changes to SSDI Benefits May Affect Older Adults

Existing Social Security Disability Insurance (SSDI) rules grant specific accommodations based on age, particularly for workers over age 50. However, changes to these age-related criteria could significantly increase the number of older adults whose disability benefits applications are denied.

Why You Should Choose a Third-Party Special Needs Trust

When parents ponder how to provide for their child with special needs, they sometimes forget one of the key advantages of a special needs trust. Members of the family and friends can make gifts once it has been set up.

The State of Family Caregiving in the United States

An estimated 63 million Americans are serving as family caregivers. That is roughly one in four adults providing often unpaid care for a relative or friend with a disability, chronic illness, or other serious condition.

Two Common Special Needs Trust Mistakes Families Make

Even a well-intentioned special needs trust trustee or other caring family members can make mistakes that may put a person with a disability at risk of losing public benefits such as Supplemental Security Income (SSI) and Medicaid.