Families with special needs include parents, or other family members (either children or adults) with special needs, and individuals with special needs. These families face unique planning challenges and serious consequences if planning is inadequate or improper. If...
So what is asset protection? And why might I need it? Asset protection planning is about protecting your assets from creditors or other predators, BUT it’s not just for the super-wealthy. Before you think, “this doesn’t apply to me,” we...
First, What’s the Difference Between SSI and SSDI? Supplemental Security Income (SSI) is a federal program that helps people with disabilities and very low incomes pay for food, clothing, and shelter. SSI is often confused with Social Security Disability...
Congress passed a sweeping tax reform bill in late December 2017, and our economy has taken off in 2018. This tax law is commonly known as the Tax Cuts and Jobs Act, and the law makes significant changes for business owners and individuals. Although political parties...
The field of estate planning continues to evolve and adapt to the challenges that people are facing today. At one time estate planning was heavily geared towards managing estate tax liability, but a few tax law changes later, and now other issues are more important...
