A will is an essential component when it comes to estate planning in Frisco. Wills contain important information about who receives money, possessions, and property upon a person’s death. Who…

One aspect of your estate plan that you may not yet have taken into consideration is your digital legacy. If you are considering estate planning in Plano to protect your…

Maximizing your SSDI benefits can help with your special needs trusts and special needs planning in Plano. Social Security Disability Insurance (SSDI) is a federal benefits program. Through SSDI, the…

Once a person becomes a guardian, they should be aware of their responsibilities. Guardianship and alternative responsibilities can be complex. Since the ward loses significant rights, guardians must promote their…

A newly proposed rule by the Social Security Administration (SSA) could ultimately change the way “in-kind income” is defined for recipients of Supplemental Security Income (SSI). If you haven’t been…

A special needs trust in Plano, as well as a pooled trust can be useful for helping individuals with disabilities. In certain situations, beneficiaries of programs like Supplemental Security Income…

When it comes to filing your 2022 federal tax return for the 2023 tax season, you may be able to access several forms of assistance for free. Learn everything you…

Estate planning, or legacy planning, entails preparing your affairs for the future, including death and other life events. While older adults might give more thought to estate planning, it is…

When it comes to estate planning, IRMAA Medicare premiums may affect the tax planning strategies for certain individuals. As we near retirement, we may assume that once Medicare kicks in,…

Are you a taxpayer who has purchased long-term care insurance (LTCI)? Take note of your policy details and your premium amount for your estate planning in Frisco, as you may…

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