Tag: Benefits

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Does a Supplemental Needs Trust have an Impact on Government Benefits?

June 21, 2022
For disabled persons receiving financially based government benefits, a supplemental needs trust (‘SNTs’) can safeguard benefits and serve as an effective estate planning tool.
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When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

May 24, 2022
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
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What are the Current Gift Tax Limits?

April 11, 2022
In 2017, Congress doubled the exemption starting in 2018, and the amount will continue to rise with inflation through 2025. This expansion helped reduce the number of taxable estates to about 1,300 for returns filed in 2020 from about 5,200 in 2017, according to the latest IRS data.
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What Is Best Way to Spend ABLE Account Money?

April 8, 2022
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
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Key Dates for Planning Retirement

September 9, 2021
Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.
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Naming an Advance Designee for Social Security

May 21, 2020
Now you can actually have a voice in who is chosen, but you need to do it while you have capacity.
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