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.
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.
Relief for Supplemental Security Income Recipients in 2025
In 2025, Supplemental Security Income (SSI) recipients who qualify for a waiver under the Campos v. Kijakazi settlement will likely receive them by this summer.
Shannen Doherty’s Estate Planning Amid Divorce
What happens if you die after you file for divorce but before it becomes final? Television actress Shannen Doherty faced this same question.
Stressed? Why a Little (Estate) Planning Can Go a Long Way
Consider the impact that stress has on your life and how to embrace strategies to manage it more effectively.