Most Recent Articles

My father is thinking of coming to Vermont to use Medical Aid in Dying (MAID) once his doctors sign off that he has less than six months to live. Would it jeopardize his life insurance policy?...

 My mom was diagnosed with mild cognitive impairment with Alzheimer’s two years ago. In January 2025, she was hospitalized, and the medical staff advised that she should not return home due to her Alzheimer’s and because she was not eating...

While most people say they worried about affording long-term care, few take steps to discuss it with a financial planner.

Removing a trustee is a serious step that can be costly and time-consuming. However, it may become necessary when a trustee's actions (or lack thereof) threaten the integrity of the trust.

Tucked into the One Big Beautiful Bill Act (OBBBA) enacted in July 2025 is a new savings program designed to give American children a financial head start.

The ultrawealthy provide insights about how to use trusts to transfer and protect wealth and how to have money conversations with heirs.

Reducing the risk of developing dementia and identifying risk early can prove essential for older adults. A growing body of research links dementia to loneliness, depression, insomnia, and even food insecurity.

As of the 2025 tax year, many older Americans may realize a new tax benefit thanks to a provision in the One Big Beautiful Bill Act.

Understanding Medicare's rules for care in a skilled nursing facility (SNF) is useful for older adults, people with disabilities, and family caregivers, particularly because confusion about SNF coverage can lead to unexpected bills.