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Listen Up Retirees: There Will Be No Cost of Living Increase For Social Security Benefits in 2016

Posted on: December 1st, 2015
65 million retirees, disabled workers and their families who rely on Social Security benefits for their day-to-day living expenses: For the third time in seven years, Social Security recipients will not see a cost of living increase to their monthly checks....

It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity

Posted on: March 15th, 2015
Comprehensive estate planning is about more than your legacy after death, avoiding probate, and saving on taxes. It must also be about having a plan in place to manage your affairs if you become mentally incapacitated during your life....

How to Choose the Right Agent for Your Incapacity Plan

Posted on: March 1st, 2015
A common misconception is that estate planning equates to death planning. But planning for what happens after you die is only one piece of the estate planning puzzle. It is just as important to make a plan for what happens if you become mentally incapacitated....

Five Things You Need to Know About the Recently Enacted ABLE Act

Posted on: February 15th, 2015
On December 19, 2014, President Obama signed the Achieving a Better Life Experience Act (ABLE Act) into law. The ABLE Act will allow certain individuals with disabilities to establish tax-free savings accounts that can be used to cover expenses not otherwise covered by government sponsored programs. These accounts can be a great alternative or supplement to special needs or supplemental needs trusts....
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