Will You Owe a Gift Tax This Year?
If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
DetailsIf you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
DetailsWe’re sharing our top takeaways from the Heckerling Institute on Estate Planning, one of the preeminent gatherings for the latest on estate planning.
DetailsEach year, the feds issue updated guidelines outlining how much of a couple’s assets a healthy spouse can keep while their Medicaid spouse gets the long-term care support they need.
DetailsAs the population ages, the number of people affected by Alzheimer’s disease and other forms of dementia continues to rise. For family caregivers, this role comes at a substantial cost.
DetailsIf you are fortunate enough to own a vacation home, you need to figure out what will happen to it after you are gone.
DetailsDid you know that February 20 marks National Love Your Pet Day each year? You might consider it the perfect occasion to ensure they will have the care they need into the future.
DetailsDoes having more money lead to greater happiness? The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural attitudes, and individual priorities.
DetailsThe Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board.
DetailsInherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. It can also come with complexities that require careful planning and decision-making.
DetailsYou generally must be enrolled in Medicare Parts A and Part B before you can enroll in a Medicare Advantage plan. To join a Medicare Advantage plan, contact the plan and ask if it is accepting new member enrollments or if it has a waiting list.
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