When you hear about changes in inheritance law, Medicaid funding, and nursing home issues in the news, you want to know how that will affect you. Learn more by reading our take on the major news stories here.
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Biden Administration hoping for Major Nursing Home Reforms The Biden administration is implementing a new proposal to help the understaffing in nursing homes. -
Studies Show Only 33% of Americans Have an Estate Plan! Since the beginning of Covid-19, only 33% of Americans have created their estate plan. This leaves 67% of Americans without any plans in place! -
Medicaid Eligibility Changes in CA - Will It Change in MA? California is removing the asset test for Medicaid eligibility. Will Massachusettes follow suit? -
Tax Reform Changes Lots of the big scary tax changes that were predicted to be on the horizon aren't going to happen after all. -
Long-Term Care Premium Deductibility Limits for 2022 Spoiler alert! These numbers look very familiar to 2021... -
Estate Planning for Crypto and other Digital Assets How to implement digital assets into your estate plan. -
Social Security to see Largest Increase since 1983 A 5.9% percent increase for Social Security is the biggest jump in 39 years. -
5 Common Things People Forget About Estate Planning In this article we take you through 5 things people forget about estate planning and how easy they can be to resolve! -
The Great Wealth Transfer Just under $70 trillion dollars is going to be passed down over the next 25 years, here is how to prepare for The Great Wealth Transfer. -
Using a 529 Education Plan for Transfer Wealth How the use of a 529 Plan is being overlooked as a way to transfer wealth from generation to generation. -
18-34 year olds now more likely to have some form of Estate Planning than 35-55 year olds How Covid has changed people's perspectives on Estate Planning, Wills and Trusts -
Biden's Home Health Care Funding Plan President Biden has proposed a plan that would spend $400 billion dollars over the next 8 years to support these caregivers. Learn more about it now!