WEP and GPO are Signed into Law by President Biden

On January 5, 2025, H.R. 82, the Social Security Fairness Act, was signed into law by President Biden. This measure eliminates the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which reduced Social Security benefits for those who receive...

The Great Wealth Transfer: Managing Your Inheritance Wisely

The Great Wealth Transfer: Managing Your Inheritance Wisely We are in the midst of one of the most substantial intergenerational transfers of wealth in history. Referred to as the “Great Wealth Transfer,” it is expected to continue for another couple of decades. Baby...

Eldercare Locator’s Home for the Holidays Campaign

Eldercare Locator’s Home for the Holidays Campaign Every year, the Administration for Community Living’s (ACL) Eldercare Locator leads “Home for the Holidays” — a campaign to encourage friends and families to use holiday visits as an opportunity to talk about an...

How a QTIP Protects Heirs in Blended Families

Lucky enough to find love the second time around? Wonderful! Want to protect your children’s inheritance? Here’s one estate planning option to address this concern. Estate planning for couples in second marriages when each spouse has children from a prior...

The Cost of Long-Term Care Insurance

If long-term care insurance seems expensive, do the math and figure out how much it would cost if you do not have long-term care insurance. It won’t look so expensive. Boomers are concerned about rising premiums, but the longer you live, the more likely that you...
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