If there’s one word that best summarizes the current economy, it’s uncertainty.
Open a newspaper, scroll through financial headlines, or listen to earnings calls, and the same theme keeps surfacing. Uncertainty has become the new normal — and it shows no signs of disappearing anytime soon.
Many people create revocable living trusts as part of their estate plan to manage their accounts and property smoothly, avoid the court process known as probate, and make life easier for their loved ones.
Selecting a trustee is one of the most consequential decisions in estate planning. While the name itself implies “trust,” the role is far more than a gesture of friendship – it is a demanding legal position with significant oversight.
Over the past several decades, baby boomers and their parents have amassed a considerable amount of wealth. That wealth is now beginning to pass to Generation X and millennials.
Benjamin Franklin was many things: a Founding Father, writer, scientist, inventor, diplomat, printer, publisher, businessman, and political theorist.
When managed correctly, a special needs trust (SNT) can help a person with a disability handle certain expenses while keeping their Medicaid and Supplemental Security Income (SSI) benefits.
Many terms have been used to describe the intergenerational wealth shift expected as baby boomers, the richest generation in history, reach the end of their lives and pass on the fortunes they’ve accumulated over decades of rising home values, stock market gains, and economic tailwinds.
More than one in three people with disabilities rely on Medicaid, according to the Kaiser Family Foundation. Jointly funded by states and the federal government, Medicaid is a public assistance program that provides health insurance to people with limited income and resources, including those with disabilities.
Thinking about the end of our lives can be so unappealing that many of us put it off. However, people are beginning to discuss the subject more readily, and some television shows may be helping to lead the way.
The Internal Revenue Service (IRS) has released the gift tax and estate tax exclusions for tax year 2026. These exclusion amounts are adjusted annually to account for changes in the cost of living. The following updates become effective January 1, 2026.
