7
04, 2022
COVID-19’s Impact on Estate Planning
By Payton Hostens The pandemic has created a shift in how Americans thi [...]
7
04, 2022
Future Planning for Your Special Needs Child
By Andrew Deaver Planning for the future of a child with intellectual o [...]
12
01, 2022
MISSION POSSIBLE: Working and Receiving Medicaid & SSI Benefits
By Carrie Gaines It is commonly thought that it is not possible to work [...]
12
01, 2022
Federal Estate & Gift Tax Update
By Howard Kaslow Each year the Internal Revenue Service (IRS) adjusts f [...]
19
10, 2021
Leaving a Legacy: Multigenerational Estate Planning
BY PAYTON HOSTENS Leaving behind a legacy when you die is a common goal [...]
19
10, 2021
Challenging the Validity of a Will
BY JULIE M. RYAN A common question regarding the estate of a recently de [...]
14
09, 2021
Developing a Financial Plan for a Person with Disabilities
The purpose of any financial plan should focus on a common strategy or [...]
16
07, 2021
Probate Considerations
By Julie M. Ryan Probate is a legal process for distributing a deceased [...]
16
07, 2021
Does Your Child’s Special Needs Trust Need a Tune-Up?
Remember how satisfying it was setting up a trust for your child with s [...]
16
07, 2021
Use Your Power!
By Andrew Deaver You make decisions every day. They may be small, easy d [...]