August 11, 2021
Who Pays Tax on a Special Needs Trust?
The main financial vehicles of supporting disabled individuals—the special needs trust and the Achieving a Better Life Experience (ABLE) account—both come with special tax conditions that advisors need to consider.
August 10, 2021
Increase in Benefits for Vets Next Year
House appropriators backed White House plans for another big funding boost for the Department of Veterans Affairs next year in their first public budget draft released on Thursday.
July 29, 2021
Blended Family Dynamics create Challenges
We have seen some step siblings able to all get along fine but they seem to be the exception. More likely, one sibling feels divided loyalty to the birth parent, not the step-parent.
July 26, 2021
Episode 6 of The Estate of The Union is out now
Episode 6 of The Estate of The Union is out now! In this episode, Brad Wiewel is joined by attorney Melissa Donovan, Certified Elder Law
July 23, 2021
How to Distribute Inheritance to Disabled Child
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
July 22, 2021
What Is the Process of Conservatorship?
A conservatorship, also known as a guardianship, is a legal mechanism set up for people who are unable to manage their affairs.
July 19, 2021
Aspects of Medicare that may Surprise You
For some Medicare beneficiaries, health-care coverage ends up costing more than it does for most of their peers — and it’s not by choice.
July 13, 2021
Avoid these classic Medicare Mistakes
Medicare can be confusing. Beware of these missteps — which can hike your costs.
June 30, 2021
How to Manage a Special Needs Trust
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
June 28, 2021