Support for Family Caregiving Gains Momentum

Caregiving has become an essential public health issue as the U.S. population ages and chronic disease prevalence increases. Family caregivers provide indispensable support that allows individuals to remain in their homes and communities, but their contributions often...

Year-End Estate Planning: A Perfect Time to Review or Begin

Both the start of a new year as well as year-end are a great times to review and update your estate plan. As tax laws, personal circumstances, and financial goals change, it’s important to ensure your estate planning strategy remains aligned with your current...

Deposit Up to $19,000 to Your ABLE Account in 2025

Ten years ago, Congress passed the Stephen Beck, Jr., Achieving a Better Life Experience (ABLE) Act of 2014, which provided people with disabilities with the opportunity to save money, tax-free, in something called an ABLE account. Benefits of an ABLE Account These...

Avoiding 4 Main Obstacles to Digital-Era Estate Planning

Identifying the digital property you own and managing it is more necessary than ever. From smart home devices to online investments and bank accounts, we’ve gone way beyond using the internet to email family and social media to connect with friends. In a recent...

Unpaid Family Caregiving Is Worth a Six-Figure Salary

As the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. In turn, families increasingly find themselves providing unpaid care to loved ones with cognitive impairments. This caregiving role, though...

Using a Trust in Medicaid Planning

With careful Medicaid planning, you may be able to preserve some of your estate for your children or other heirs while meeting Medicaid’s low asset limit. The problem with transferring assets is that you have given them away. You no longer control them, and even...