When to Consider Discretionary Trusts for Your Estate Plan
A discretionary trust protects inherited assets from creditors, predators, and divorcing spouses by placing them under the control of a trustee, not the beneficiary.
Special Needs Planning for Blended Families
For blended families that include a child with special needs, financial and legal planning extends well beyond the usual parental concerns. But as with all family matters, proactive planning can help.
Estate Planning for Pets? 3 Famous Pet Inheritance Stories
A pet trust is a legal tool that can be put into place to ensure that your dog, cat, or other companion animal receives care even if you are no longer there to provide it. Consider three famous pet trust cases and the lessons you can learn so your furry family members can be protected through your plan.
Approaching Retirement Age? View the Senior Happiness Index
Caring.com has released its 2025 Senior Happiness Index, which sheds light on the states where seniors are the most content, enjoy the most connection with others, and live the longest.
Choosing an Investment Advisor for a Special Needs Trust
In many cases, the trustee of a special needs trust should hire a professional investment advisor. Here are some guidelines for hiring one.
Estate Planning Is a Show of Respect and Love for Family
No one expects to lose the ability to make their own decisions, but conditions like dementia, strokes, or traumatic brain injuries can strip people of that ability – sometimes earlier in life than expected.
Scam Email Targets Social Security Recipients
If you or a loved one are receiving Social Security benefits, be careful of downloading email attachments. You could receive a dangerous email from hackers pretending to be the Social Security Administration (SSA), and the email looks convincing.
Why the Social Security Retirement Age Is Now 67, Not 65
People born in 1960 who are turning 65 in 2025 are not yet eligible for full retirement benefits. They must wait until 2027, when they turn 67, to claim their full monthly benefit.
Amy Stratton & Kristen Prull Moonan Honored by RI Monthly Excellence in Law for 2025
Congratulations to Moonan Stratton Amy Stratton and Kristen Prull Moonan who were again honored by RI Monthly for professional excellence.
What Impact Could the HHS Downsizing Have on Older Adults?
Recent restructuring at the Department of Health and Human Services is raising concerns among advocates and some lawmakers regarding their potential effects on older adults and people with disabilities.