Families who set up a special needs trust often assume the job is finished. But the rules that govern these trusts, and the benefits they protect, have shifted over the past two years. A Bigger Door to ABLE Accounts ABLE accounts let a person with a disability save money without losing access to benefits like
ABLE Accounts Just Opened to Millions More Read More »
Guardianship exists to protect people who can no longer protect themselves, and most guardians carry out that duty with care. A new law in Illinois, however, addresses a more troubling reality. When a guardian abuses that authority, it is the person in their care who bears the cost. What the Illinois Law Does In July
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Most people expect their home to be safe when they need long-term care. A federal law changing in 2028 puts that assumption to the test for some homeowners. Understanding the new rule now, well before it takes effect, is one of the more useful things elder law can do for a family. What the New
A New Medicaid Home Equity Cap Is Coming Read More »
Apple just showed the world how to change leaders without missing a step. The company announced that Tim Cook would hand the chief executive role to a successor it had been preparing for years. For any business owner, the way Apple handled it is a lesson in succession planning done right. A Handoff Years in
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In July 2026, Warren Buffett set a goal to hand off nearly all of his Berkshire Hathaway stock within about eight years. His approach holds useful lessons for anyone thinking seriously about charitable giving, even people working with far smaller numbers. The Buffett Plan in Brief On July 14, 2026, Buffett announced he intends to
What Buffett’s Giving Teaches Donors Read More »
A stack of trading cards can fit in a pocket. It can also be worth more than a car. As collectibles climb in value, they are becoming a target for thieves and a blind spot in a lot of people’s asset protection plans. A Crime Wave Built on Small, Valuable Assets In early 2026, collectible
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For years, families with larger estates planned around a deadline. A tax break was set to shrink at the end of 2025, and the clock was ticking. A new federal law changed that, and the shift matters for how you approach estate tax planning today. What the One Big Beautiful Bill Act Changed On July
The New $15 Million Estate Tax Exemption Read More »
A power of attorney is one of the most useful documents in an estate plan. It lets someone you trust act on your behalf if you no longer can. But that same authority, in the wrong hands, can be turned against the very person it was meant to protect. A Warning From Washington In February
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Trusts have long been a standard tool for passing wealth from one generation to the next. A bill now sitting before the Senate would change how the largest of those trusts are taxed each year. The proposal is narrow in who it touches, but it points to a wider shift worth understanding. What the Fair
What the New Trust Tax Bill Means Read More »
More people are turning to chatbots for legal help, and that now includes drafting a will. The results can look polished on the screen. But a recent test by a law firm showed how much these tools leave out when someone’s estate is on the line. The Experiment That Put AI Wills to the Test
What AI Misses When Writing a Will Read More »
