Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax annual and estate tax exclusions for 2023. If you are…

Many people delay the conversation or thoughts of having to prepare a will. Confronting the possibility of one’s death is not easy. However, as the recent death of Anne Heche…

A power of attorney is a document that grants various powers and responsibilities to a trusted third party or “agent” who can act on your behalf. This document usually only…

The phrase “life estate” often comes up in discussions of estate and Medicaid planning, but what exactly does it mean? A life estate is a form of joint ownership that allows…

Accumulated frequent flier miles can be valuable assets, but what happens to those miles after someone dies? Can a spouse or other heirs inherit them, or do the miles simply…

If you are considering saying “I do” and currently receive Social Security Disability Insurance (SSDI), Supplemental Security Income (SSI), Medicaid, or any other disability-related benefits, getting married could impact your benefits. Unfortunately, under…

For nearly 60 years, Medicaid has helped support tens of millions of low-income Americans, including people with disabilities, with low-cost or free health coverage. Come 2023, a new set of…

Many families of individuals with special needs want to foster their loved ones’ independence. Some may find that their loved one is happiest with a personal living space, as independent…

Last Updated on November 9, 2022 by Tresi Weeks

Last Updated on November 9, 2022 by Tresi Weeks Social Security Disability Insurance (SSDI) is a federal program that provides cash assistance to people with disabilities. Because SSDI is an…

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…

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