Inheritance Tax: What States Have It and When It Applies
Inheritance tax is a state-level tax that beneficiaries pay when they receive assets from an estate after somebody has passed away.
Who Holds Your Will and Other Estate Planning Documents?
Once you've taken the step to create a will and get your estate plan in order, you need to figure out what to do with the will itself.
Your Social Security Benefits for 2025: COLA Update
The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025.
Qualified Medicare Beneficiary (QMB) Program: A 2024 Update
The Qualified Medicare Beneficiary (QMB) Program is one of four types of Medicare Savings Programs. This fall, a new rule will ensure that many more people gain access to this valuable program.
Hoarding Disorder in Older Adults: Challenges and Resources
Hoarding disorder disproportionately affects older adults. While about 2 percent of the general population struggles with accumulating too many objects, hoarding impacts over 6 percent of people aged 65 and older.
How to Apply for Social Security Retirement Benefits
The federal government provides Social Security retirement benefits, a form of financial assistance, to individuals who have reached retirement age and have paid into the Social Security system through payroll taxes during their working years.
Bill Would Make Expiring ABLE Account Provisions Permanent
The Tax Cuts and Jobs Act (TCJA) of 2017 made significant changes to the U.S. tax code. Many of its provisions are set to expire, or "sunset," at the end of 2025. It also made three key changes to ABLE accounts that are scheduled to expire in 2025.
ABLE Accounts Can Play a Key Role in Special Needs Plans
ABLE accounts can enhance quality of life for people with disabilities, offering financial protection while preserving access to public benefits for some individuals.
Funding a Special Needs Trust With a Structured Settlement
A structured settlement is ideally suited as partial or full funding for a first-party special needs trust with a disabled beneficiary. It also lowers administration costs since only trust assets are subject to fees.
Voting Rights for People With Disabilities
Federal civil rights laws are in place to prevent discrimination against Americans who need certain accommodations when voting.