May 2023

Estate Tax Versus Inheritance Tax

Estate Tax Versus Inheritance Tax

These two forms of taxation relate to transferring wealth from generation to generation but are entirely different. The federal government levies a tax on all estates when the value meets a certain financial threshold. Twelve states and the District of Columbia levy additional estate taxes with separate thresholds. These residents must pay both federal and […]

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Older Americans Month

May is Older Americans Month

  Established in 1963, Older Americans Month (OAM) is celebrated every May. Led by the Administration for Community Living (ACL), OAM is a time for us to acknowledge the contributions and achievements of older Americans, highlight important trends, and strengthen our commitment to honoring our older citizens. This year’s theme, Aging Unbound, offers an opportunity

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digital footprint

Handling a Loved One’s Digital Footprint After They Die

Most adults have not made a will, let alone created an estate plan addressing their online profiles and accounts. As your Digital Footprint grows professionally and personally, taking charge of your digital assets and plans for them after you die becomes important. Some social media companies like Facebook, Instagram, and Twitter provide users with options

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Age-Related Disability

The Aging Population and Special Needs

Civil rights law encompasses the American Disability Act (ADA), which ensures people with disabilities, sometimes called special needs, have equal access to education, work, and community living. Some people’s special needs begin early in life, and their experiences link to government benefits programs their whole lives, while others experience special needs as they age. Many

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