To Marry or Not to Marry: A Story of Disability Benefits
Imagine not being able to marry or even live with the person you love. The recently released documentary Patrice: The Movie, now available on Hulu, addresses this emotionally challenging conundrum.
4 SSI Benefits Updates You May Have Missed
Over the past year, the Social Security Administration has been making numerous improvements to its SSI program. These changes will make things a bit easier for SSI applicants as well as current recipients.
What to Ask Before Settling a Personal Injury Lawsuit
A lawsuit settlement must protect the injured person’s long-term financial interests, health, and quality of life. Here are five key questions that should be answered before settling a personal injury claim.
Deposit Up to $19,000 in Your ABLE Account in 2025
The annual contribution limit for an ABLE account each year typically goes up in line with the annual gift tax exemption.
Estate Planning for Parents of Children With Mental Illness
Planning for the future of a child with mental illness involves careful consideration of their unique needs and circumstances.
A Comparison of Special Needs Trusts and ABLE Accounts
Every family has different needs and circumstances when assessing whether a special needs trust or ABLE account is the better option for their loved one with disabilities.
Have a Disability? Avoid IRA Early Withdrawal Penalties
The early withdrawal penalty has been very effective at forcing retirement plan owners to keep money in their retirement accounts, but if a retirement account owner becomes disabled, the IRS will waive the 10 percent early withdrawal penalty.
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 songs you’ve downloaded from iTunes when you die? As digital assets become more common for us all, it’s important to incorporate them into estate plans. Unfortunately, that’s not always easy to […]
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. While you may want to give substantial benefit to a dependent loved one, you may also want to provide for other independent loved ones and heirs. A Right of Occupancy […]
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 poses the question when you buy or refinance. But how you hold title to real estate deserves careful consideration because it has far-reaching effects. Let’s look at some common ways […]
