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.
Should You Pay Off Debts Before Making a Will or Trust?
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Blog
Affordability, Elder Financial Abuse, and Estate Planning
The ‘affordability crisis’ is fueling a surge in financial elder abuse, including ‘inheritance impatience’ and ‘inheritance preservation’ schemes. Pushed to their financial limits, adult children are asking parents to hand over their wealth early, or to stop spending it.
2.8 Percent COLA Increase for 2026 Social Security Benefits
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.
Estate Planning: Funding Your Revocable Living Trust
Trust funding is the process of transferring the ownership of your accounts and property to your trust during your lifetime.
Social Security Spousal Benefits and Survivor Benefits
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.