Legislative Update: Special Needs Trust Fairness Act On December 7, 2016, by an overwhelmingly affirmative vote of 94 to 5, the Senate approved H.R. 34 a.k.a. the 21st Century Cares Act, a $6.3 billion package of health-related initiatives.  The Act was signed by President Obama on December 13, 2016.  This new law includes the Special…

Post-Election Legal Update: Tax Reform Snapshot As the dust appears to be finally settling on the 2016 Presidential Election, the legal world is steadying itself for the likely changes headed our way as Republican President-Elect Donald Trump prepares to take office in January with a Republican controlled House and Senate.  High on the list of…

A living will isn’t always something that is top-of-mind for people with depression or another type of mental disorder. Robin Williams’s final wishes are in dispute as his widow, Susan Schneider, and his children fight over his estate. This article about probate should remind us all of the importance of a clear and up to…

Living trusts are some of the most valuable tools for estate and wealth planning, but some unscrupulous individuals and companies can seriously harm your family’s financial and legal situation, by offering one-sized fits all scam trust plans or by proposing something that promises the moon, most typically either 100% avoidance of federal income taxes or…

Already have a living trust? Find out why a Retirement Trust Account gives you the best of both worlds. In the estate planning worlds of asset protection for beneficiaries on the one hand, and income tax advantages for beneficiaries on the other, the conventional wisdom that asks one to choose between the two when it comes to your retirement…

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