IRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.
DetailsEstate 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.
DetailsYour 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.
DetailsI 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.
DetailsWhat to Know About Rolling a 529 Account Into a Roth IRA
As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person’s retirement savings.
DetailsDoes Medicare Cover Hearing Aids?
Hearing loss is common in older adults, but many still don’t wear hearing aids. In addition to helping people to hear better, hearing aids have been demonstrated to have a positive impact on physical and mental health.
DetailsVoting Rights for People With Cognitive Impairment
A fundamental aspect of a representative democracy is the right to vote, shared by all eligible citizens, whether or not they have full cognitive abilities.
DetailsIRS Finalizes 10-Year RMD Rules for Inherited IRAs
After much anticipation, the Treasury Department and the Internal Revenue Service (IRS) have issued final regulations relating to the 10-year required minimum distribution (RMD) rule for people who inherit individual retirement account (IRA) assets.
Detailsmy Social Security Transitions to Login.gov
On July 12, 2024, the SSA announced a change affecting many account users. Those who created a my Social Security account before September 18, 2021, must transition to a different type of online account known as a Login.gov.
DetailsProper Estate Planning Reduces Issues of Probate
Sound estate planning can make the probate process run efficiently and smoothly, protecting your estate’s value and legacy and preserving your family’s well-being. An attorney can help mitigate the risks.
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