Last Updated on November 2, 2022 by Tresi Weeks
Last Updated on November 2, 2022 by Tresi Weeks On July 8, 2022, the Internal Revenue Service issued new guidance that allows a deceased person’s estate to elect “portability” of…
Last Updated on November 9, 2022 by Tresi Weeks
Last Updated on November 9, 2022 by Tresi Weeks Saying goodbye to a loved one is heartbreaking. Making final arrangements can be overwhelming, and knowing what you are allowed to…
Last Updated on November 9, 2022 by Tresi Weeks
Last Updated on November 9, 2022 by Tresi Weeks Grantor Retained Annuity Trusts (GRATs) are a mechanism by which wealthier individuals and couples can transfer appreciating assets to their heirs…
Last Updated on November 9, 2022 by Tresi Weeks
Last Updated on November 9, 2022 by Tresi Weeks Following the death of a family member, you may find yourself needing to sort through many possessions accumulated over the deceased’s…
Last Updated on September 13, 2022 by Tresi Weeks
Last Updated on September 13, 2022 by Tresi Weeks Some issues hit close to home. For me, this one hit very close. On July 7, a letter issued from my…
Last Updated on September 13, 2022 by Tresi Weeks
Last Updated on September 13, 2022 by Tresi Weeks Do you have a friend or loved one who receives Social Security Disability Insurance (SSDI) or Supplemental Security Income (SSI) and…
Last Updated on November 2, 2022 by Tresi Weeks
Last Updated on November 2, 2022 by Tresi Weeks Many relatives or caretakers of loved ones living with a disability may at some point need to be able to exert…
Last Updated on November 2, 2022 by Tresi Weeks
Last Updated on November 2, 2022 by Tresi Weeks Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability….
