Newly introduced legislation may soon alleviate a challenge families sometimes face when planning for a loved one living with [...]
A child may be eligible for Social Security benefits when at least one parent qualifies for Social Security retirement, disability, or death benefits. Children receive these benefits based on [...]
New family-friendly guidelines offer advice and important recommendations to a large (but largely under-the-radar) population: adults with Down syndrome.
The Internal Revenue Service has issued new guidance that may you allow you to file an estate tax return to transfer your late spouse’s unused estate tax exclusion [...]
Saying goodbye to a loved one is heartbreaking. Making final arrangements can be overwhelming, and knowing what you are allowed to do to fulfill your loved one's wishes is important — but it [...]
Grantor Retained Annuity Trusts (GRATs) are a mechanism by which a client can transfer appreciating assets to their heirs and minimize gift or estate taxes.
Over the course of the pandemic, FEMA has stepped up to assist in covering funeral expenses for Americans who have died from COVID-19 and whose families may be struggling to pay to bury their [...]
It has long been debated whether it is ideal to save for retirement or first pay off one’s debts. What’s the best approach?
On July 7, a letter issued from my daughter’s health insurer, six pages, single-spaced, denied coverage for her medication that prevents her from going blind.