A federal change is opening tax-advantaged savings accounts to many more people with disabilities. Known as the ABLE Age Adjustment Act, it took effect January 1, 2026, and widens who can qualify. For families building a special needs plan, it adds a useful new option. It also expands ABLE access to many veterans whose disabilities […]

Guardianship is meant to protect people who can no longer make decisions for themselves. But the same power can be misused, sometimes to cut a vulnerable adult off from the people who love them. A new bill in New York, called Karilyn’s Law, aims to close that gap. Its story is a useful window into

A 2025 federal budget law is changing how Medicaid and Medicare work for older adults. The shifts matter most for seniors who rely on both programs, often for home care and other services Medicare does not cover. Understanding what is coming, and planning ahead, can protect your care and your savings. Who Is Affected Most

Domino’s recently announced that its CEO will hand the role to a longtime company leader in October 2026. The move was years in the making, with a planned transition period and a successor groomed from within. Most business owners do not run a global company, but the lessons behind that handoff apply to almost any

Retirees have long been able to give to charity directly from an IRA and skip the income tax on that money. A new bill in Congress would extend the same option to 401(k) plans. For people who keep most of their savings at work, that change could open up a simpler way to give. How

A recent court decision is a useful warning for anyone relying on a trust to shield their property. A man set up a Nevada asset protection trust to guard a California home, then watched the IRS reach it anyway. The case shows that these trusts work only when they are built the right way. Get

When a court establishes a guardianship for an adult who can no longer make their own decisions, the focus is usually on the immediate question: who will now be responsible for this person’s care and finances. What often gets less attention is what guardianship means for estate planning documents that already exist. The interaction between

Most people think of elder law attorneys in a narrow context: Medicaid applications when a loved one needs a nursing home. That picture is incomplete. Elder law encompasses a much broader range of planning that begins well before a care crisis arrives and extends through the legal, financial, and healthcare decisions that shape aging across

The most common source of family conflict in business succession planning isn’t tax exposure or valuation disputes. It’s the fairness question. When some children have dedicated years to building the family business and others have pursued entirely different paths, treating everyone equally in the estate plan may feel right in principle but creates serious problems

The One Big Beautiful Bill Act, signed in July 2025, changed the rules that shape how families pass on wealth. It made the federal estate tax exemption permanent and much higher, which shifts the focus of planning for most households. The result is not less planning, but a different kind. What the OBBBA Changed The