IRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.
Estate Planning Checklist: 5 Initial Steps You Can Take
Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.
Your Social Security Benefits for 2025: COLA Update
The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025.
I Don’t Need SSI or Medicaid. Why Get a Special Needs Trust?
There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid.