Monday, October 2nd, 2023
The income tax brackets, standard deduction amounts, and many other tax items are adjusted annually for cost-of-living increases. These adjustments reflect the average chained Consumer Price Index (CPI) for all-urban
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Monday, September 11th, 2023
Introduction Preparing for future medical and end-of-life care can be an uncomfortable but necessary step in creating a comprehensive estate plan. An essential, but often overlooked consideration is the role
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Monday, July 24th, 2023
Introduction: In the United States, individuals who give substantial gifts to their loved ones may encounter the federal gift tax. The federal gift tax is imposed on the transfer of
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Monday, June 19th, 2023
Needs Based: Supplemental Security Income: SSI SSI is a needs-based income provided as a public benefit for persons who are disabled, blind, or age 65 or older. As a needs-based
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Thursday, December 31st, 2020
This week President Trump signed a new law that provides for additional relief related to the coronavirus (COVID-19) pandemic. This law, the Consolidated Appropriations Act, 2021 (CAA, 2021), includes a
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Thursday, July 30th, 2020
When clients think of estate planning, they often think about wills and trusts. However, a well-executed estate plan encompasses more than just a will or trust; it is a comprehensive
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