Medicare Extra Help Program Set to Expand in 2024
Seniors and disabled citizens will receive more access to the Medicare Extra Help Program as of the beginning of 2024.
What to Look for When Purchasing Special Needs Housing
It is important to consider a few things before you start looking for a home that can meet a loved one's physical or developmental needs. The US Department of Housing and Urban Development (HUD) lists state and local government agencies and other…
The Importance of Estate Planning for Growing Families
Most young parents are not concerned about death or serious illness or injury. As unlikely as such a serious event is when we are young, it is a possibility. This is why we pay for medical insurance, disability insurance, and…
What are Grantor-Retained Income Trusts?
In wealth transfer and estate planning, some people seek strategies that preserve their assets, as well as provide financial benefits. One such strategy is the grantor-retained income trust (GRIT). GRITs offer a unique opportunity for individuals to retain an income…
A Guide to Managing family wealth and tax planning
For high-net-worth families, a variety of legal strategies are available to maximize wealth preservation and minimize tax obligations. However, tax laws continually change and can impact new and existing estate plans. For example, the SECURE and SECURE 2.0 Act presents…
Is It Ever a Mistake to Disinherit a Child?
Generally, parents treat their children equally when it comes to money or property inheritances. But sometimes, parents intentionally choose to not leave anything to a child, and the reasons for doing so may vary. One reason could be that a…
Ensure That Your Estate Plan Is Handled by a Team of Professionals
Your estate plan should be created with the help of a professional team to provide you with the best advice and legal documentation to ensure your legacy is protected for future generations. Aside from an estate planning attorney, who often…
The State Prepares for Retirement Challenges Posed by Baby Boomers
The United States is experiencing demographic and cultural shifts. The baby boomer generation continues to “gray” the country and is changing the way individual states set budgets and health care policies. More attention will be paid to the needs of…
The Digital Footprint of a Loved One After Death
Many adults don't have a will, much less an estate plan addressing their online profiles. As your online presence grows professionally and personally, taking charge of your digital assets and plans for them after you die becomes important. Some social…
Disabled Travel Tips: Accessible Travel
Currently, the terms "disabled travel" and "accessible travel" refer to people with disabilities traveling. There is a lot to consider when traveling with a disability. Proper research, planning, and preparation are crucial. In the past, traveling as a disabled person…