Estate Planning Gaps by Demographics: Insights from Trust & Will’s 2025 Report
The Hidden Gaps in Legacy Planning A new 2025 report from Trust & Will reveals stark disparities in estate planning: while 45% of Americans have a plan, gaps persist by gender, location, and ethnicity, leaving 55% vulnerable to probate, taxes, and family conflicts. For most Americans, these demographics matter—women, rural residents, and certain groups lag… View Article
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Three New Spending Surprises in 2025 Retirement: New Study Reveals
Unexpected Costs That Could Derail Your Retirement You’ve saved diligently for retirement, but what if hidden spending surprises drain your nest egg faster than expected? A recent JPMorgan analysis uncovers three emerging 2025 trends in post-retirement expenses, catching even careful planners off guard. For Americans over 50, these surprises—tied to inflation, health, and lifestyle—could mean… View Article
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Fall Financial Planning Month: Year-End Moves for 2025 Retirement Security
October’s Wake-Up Call for Your Retirement As leaves fall in October—Financial Planning Month—it’s the ideal time to prune your retirement portfolio before 2025’s tax deadlines. With 58% of Americans behind on savings and Tax Cuts and Jobs Act (TCJA) sunsets looming, year-end moves can save thousands. For most Americans, these actions secure income and legacy…. View Article
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Elder Law Trends 2025: Housing Strategies and Downsizing for Asset Protection
Your Home – The Ultimate Asset at Risk Imagine your family home, the cornerstone of your legacy, at risk from rising care costs or Medicaid recovery rules. For most aging American’s, elder law trends in 2025 make housing a focal point for protection. With 50% of retirees facing long-term care expenses exceeding $100K annually, downsizing… View Article
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2025 Tax Law Changes: Updating Your Estate Plan Before the Sunset
The Tax Cliff Looms – Is Your Plan Ready? Imagine your $500,000 estate facing double the taxes in 2026, eroding what you’ve built for your heirs. For couples over 50 with $250K+ in assets, the Tax Cuts and Jobs Act (TCJA) sunset at the end of 2025 could raise estate tax exemptions from $13.61 million… View Article
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2025 Retirement Survey: Competing Priorities Reshaping Household Finances
Are Household Priorities Derailing Your Retirement? A recent 2025 retirement survey reveals a stark reality: competing priorities like housing costs, healthcare, and debt are reshaping household finances, with 65% of Americans seeking advisor guidance to secure income amid these pressures. For most Americans, this means traditional savings alone may not suffice in an era of… View Article
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