IRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.
Estate Planning Checklist: 5 Initial Steps You Can Take
Here are some steps you can take to get started with the estate planning process, even before you meet with an attorney to work on any legal documents.
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.
If Disability Worsens, Does the Government Increase Benefits?
If your disability worsens, you won't see an increase in your SSDI or SSI benefits. In the case of Social Security Disability Insurance (SSDI), benefits assessment is not related to your disability level but based on your earnings history. You have…
Veteran Disability Benefits: Reasons Veterans Miss Out
There is an expansion of health, education, home loan, and other veteran benefits to answer the growing needs of the nation's 19 million veterans. VA disability payments are one of the most common entitlements veterans overlook yet are often one…