Bill Would Make Expiring ABLE Account Provisions Permanent
The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the U.S. tax code. Many of its provisions are set to expire, or “sunset,” at the end of 2025. It also made three key changes to ABLE accounts that are scheduled to expire in 2025.
ABLE Accounts Can Play a Key Role in Special Needs Plans
ABLE accounts can enhance quality of life for people with disabilities, offering financial protection while preserving access to public benefits for some individuals.
Funding a Special Needs Trust With a Structured Settlement
A structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs since only trust assets are subject to fees.
Voting Rights for People With Disabilities
Federal civil rights laws are in place to prevent discrimination against Americans who need certain accommodations when voting.
Digital Assets: Why They Need to Be Part of Your Estate Plan
These four steps will help ensure your digital accounts and subscriptions aren’t lost when you die. What’s will happen to your Facebook account or the
Right of Occupancy Trust Safeguards Your Residence or Other Property for Loved Ones
Estate planning is designed to protect you and your loved ones. Sometimes offering such “post mortem protection” for a dependent loved one can be challenging.
How Should You Hold Title to Real Estate?
Your home is probably the most valuable asset you own. Yet most people do not think about how to hold title until the title company
Why Unmarried Partners Should Care About Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3
Single? Estate Planning is Still Essential
These days, more people are living single than ever before. In 1970, about one-third of Americans 15 and older were single, according to U.S. census
Estate Planning for Pet Parents
A Trust for Fluffy or Fido? Why Every Pet Parent Needs to Consider a Pet Trust Today Estate planning is about protecting what’s important to
Estate Planning for Snowbirds
Considerations Before Heading South for the Winter For many snowbirds, cooler weather means it is time to head south. If you are thinking about
Estate Planning for Military Families
No matter the time of year, it is always a good opportunity for members of the military and their loved ones to consider setting up