Most Recent Articles
Address Change on POA: Do I Need New Documents?
If I have both health care power of attorney and durable power of attorney, and the addresses listed have changed, do I need new documents?...
Read morePOA Revoked: Am I Still Responsible for Mom's Care?
Am I responsible for my mother's well-being after she has removed me as her power of attorney?...
Read moreAvoiding Probate: Who Pays Medical Bills?
If I pass all my assets through TOD/POD and direct beneficiary, how would my outstanding medical bills be covered if I bypass probate? Or would the provider write them off?...
Read moreIf Mom's Applying for Medicaid, Can She Give Her Kids Money?
My 94-year-old mother wants to apply for Medicaid but has $6,000 in savings. Can she give a $999 gift to each of her three children in 2025 and in 2026?...
Read moreAffordability, Elder Financial Abuse, and Estate Planning
The 'affordability crisis' is fueling a surge in financial elder abuse, including 'inheritance impatience' and 'inheritance preservation' schemes. Pushed to their financial limits, adult children are asking parents to hand over their wealth early, or to stop spending it.
Read moreHow Higher Medicare Costs Will Affect Older Adults in 2026
The Centers for Medicare & Medicaid Services (CMS) has announced the Medicare premiums and deductibles for 2026.
Read moreThe Role of AI in Fall Prevention Among Older Adults
Emerging technologies can now monitor older adults to reduce and respond to falls. However, this enhanced monitoring comes with privacy concerns.
Read moreHigh Earners Over Age 50 Will Lose a 401(k) Tax Break
If you're 50 or older and in a high-income bracket, a new rule means that a familiar tax deduction for extra catch‐up contributions to your 401(k) may vanish and you'll be required to make those extra contributions to an after-tax...
Read more