by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Shannen Doherty’s divorce from Kurt Iswarienko was finalized two days after her death, allowing her to control the distribution of her assets in her estate plan. If a divorce is not finalized before one spouse passes away, the surviving spouse may be...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Republicans are pushing to repeal the federal estate tax, which they call the “death tax,” arguing it burdens family businesses and farms. Democrats contend it is a key tool for reducing wealth concentration. The tax currently applies to a small...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Retirement planning confidence varies significantly across generations, influenced by economic factors and unique challenges. Current retirees advise paying down debt, beginning to save early, and utilizing employer-sponsored plans for successful retirement....
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways The U.S. Department of Health and Human Services (HHS) has been undergoing organizational changes and layoffs in recent weeks. These changes include the dismantling of such agencies as the Administration for Community Living (ACL) and terminating staff of...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways The Campos v. Kijakazi lawsuit addressed problems with overpayments and benefit reductions for Supplemental Security Income (SSI) recipients during the COVID-19 pandemic. A settlement was reached. It provides automatic relief for about 250,000 SSI recipients...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Social Security is a vital source of income for millions of Americans, especially seniors, but the system faces insolvency by the mid-2030s, potentially leading to benefit cuts. There is an ongoing debate about privatizing Social Security, with some...
