SECURE Act 2.0: Changes Affecting Special Needs Planning

The SECURE Act 2.0, signed into law on December 29, 2022, builds upon the original SECURE Act of 2019 and introduces several important changes that affect special needs planning. With many provisions taking effect in 2023 and 2024, and others, like expanded ABLE...

How Pairing Older Adults With Older Pets Can Benefit Both

In recent years, a heartwarming trend has emerged across the United States: senior adults adopting senior pets. These special connections are often life-changing — for both the pets and the people. Though puppies and kittens tend to get the spotlight at shelters,...

Caregiving Challenges & Long-Term Care: A Deep Dive

Caring for aging adults—especially those with chronic illnesses, disabilities, or dementia—is a growing, often undervalued responsibility. As the global population ages, understanding caregiver challenges and providing robust support systems has become a public health...

Survey Shows Long-Term Care Costs Continue to Rise

As most of us go through our daily routines, it is hard to imagine needing help with essential daily tasks. However, research shows that most Americans over age 65 will need daily help, in the form of long-term care, at some point. Long-term care (LTC) encompasses a...

Legal Guardianship for Children With Special Needs

Preparing a comprehensive estate plan to protect a child with special needs can be an emotional roller coaster. On the one hand, parents should be relieved that they are taking steps to guarantee that their child will be well cared for after they are gone. On the...