A durable power of attorney and a health care proxy are two very important estate planning documents. Because the individuals chosen will have to coordinate your care, it is important to pick two people who will get along.
Learn whether it is practical to pay off debt before creating a will or trust. Understand how debt affects inheritance, probate, and your family’s financial security.
On October 24, 2025, the Social Security Administration (SSA) announced that Social Security beneficiaries will receive a 2.8 percent cost-of-living adjustment (COLA) in 2026.
Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.
Social Security doesn’t just pay retirement benefits to retired workers; in some circumstances, it also provides benefits to a worker’s spouse or ex-spouse and to a deceased worker’s surviving spouse.
