A rule change at the Social Security Administration has reshaped how families can support a loved one who receives Supplemental Security Income, yet many special needs plans still operate as though the old restrictions apply. For years, paying for a beneficiary’s food could reduce their monthly benefit, and a great deal of planning was built
Special Needs Trusts Can Now Buy Food Read More »
The Britney Spears case put guardianship in the national spotlight, and the conversation has not faded. This year, the American Bar Association adopted a new ethics rule meant to protect people placed under a guardian’s control. For families considering guardianship, or questioning one already in place, the change is worth understanding. What the New Rule
The “Free Britney” Effect on Guardianship Read More »
A new law in New York aims to help families find support when a loved one faces Alzheimer’s disease or another form of dementia. The measure connects seniors and caregivers with programs and services they might otherwise struggle to locate. It is also a reminder that legal planning should begin well before memory loss takes
New Law Strengthens Dementia Support Read More »
A large share of small business owners are nearing retirement, and many have no plan for what happens next. Economists call this wave the Silver Tsunami. For owners who spent decades building something, the difference between a smooth handoff and a forced sale often comes down to planning done years in advance. What the Silver
The Silver Tsunami and Your Business Read More »
The rules for deducting charitable donations changed this year. A federal tax law now rewards some givers with a new deduction while trimming the benefit for others. Understanding how the changes apply to you can help your generosity go further. What Changed for 2026 Two changes pull in opposite directions. People who take the standard
How 2026 Changed Charitable Giving Read More »
California voters will weigh a measure this November that affects how personal wealth is taxed. Proposition 42 would amend the state Constitution to bar new taxes on retirement savings, personal assets, and other forms of personal wealth, while also banning retroactive taxation. For anyone focused on preserving what they have built, the proposal is worth
What Prop 42 Means for Your Assets Read More »
For many families, a business is the largest asset they will ever pass on. How that business is valued for estate tax purposes can decide whether heirs keep it or are forced to sell. A recent shift in the law has made those valuation questions harder to set aside. Why Business Valuation Draws IRS Attention
The Estate Tax Trap for Business Owners Read More »
Signing a power of attorney no longer requires a trip to an office. Many states now let you complete the document from home, using remote notarization and electronic signatures. That convenience is real, though it raises fair questions about validity, acceptance, and the chance of misuse. Why Digital POAs Are Growing Remote online notarization has
The Rise of Digital Powers of Attorney Read More »
More people are turning to artificial intelligence to draft their estate documents. The technology is fast, inexpensive, and available at any hour, which explains its growing appeal. It also raises a fair question about whether a document built by software will hold up when a family needs it most. A Surge in Automated Estate Planning
The Rise of AI-Drafted Trusts Read More »
America is entering one of the largest transfers of wealth in its history. As the baby boomer generation ages, courts across the country are preparing for a rise in contested estates, trust disputes, and disagreements over property. Understanding why these conflicts are increasing can help families protect what they have built. A Demographic Shift Is
The Probate Storm Ahead for Families Read More »
