Each year, there are potential changes to the estate tax and gift tax exclusions to account for inflation. There have been increases in the estate tax ... Read More
QDOT: An Estate Tax Solution for Noncitizen Spouses
There are targeted estate planning solutions that can be used as a response to just about any situation that may arise. One of them is the qualified ... Read More
Pros and Cons of Life Estates
Everyone has heard of the simple will, but there are alternate transfer methods that you may not be aware of as a layperson. We have been providing ... Read More
Key Distinctions Between SSDI and SSI
It is easy to assume that similar sounding acronyms are actually referring to the same government program, but this is not always the case. SSDI and ... Read More
2022 Social Security COLA Will Be Substantial
Each year, Social Security recipients anxiously await the announcement about the cost-of-living adjustment (COLA). The news is good going into 2022, ... Read More
Assert Your Final Arrangement Preferences
A well-constructed estate plan will be holistic in nature. If you take the right steps, you can assert your choices and simplify things for your loved ... Read More