AIM

2023

Tax Law Changes Affecting Retirement and Estate Planning

Tax Law Changes Affecting Retirement and Estate Planning

Tax provisions recently made their way into the Inflation Reduction Act (IRA), which became law in August 2022, along with the SECURE 2.0 Act in December 2022. Lower-income household tax code changes will automatically take effect. Households of higher income and net worth may want to review their retirement and estate plans to see if changes are […]

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special education

Trends in Special Education

External forces are reshaping K-12 special education needs. Responses to teacher and staff shortage pressures continue amidst increasing cyber threats and school violence. The Covid-19 pandemic and video homeschooling have spawned a growing need for mental health support to treat depression, anxiety, and suicide prevention. Test scores indicate it is an uphill battle for academic

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Ten Tips to Consider for Special Needs Planning

Ten Tips to Consider for Special Needs Planning

Meticulous preparation for the future of a family member with special needs is among the most essential responsibilities you can undertake on their behalf. This article presents strategies that can enhance your planning efforts, fostering a thoughtful and all-encompassing approach that tackles various challenges faced by individuals with special needs, while ensuring that eligibility for

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Adult Children with Disabilities

Building a Support System for Adult Children with Disabilities

There are increasing numbers of adults with disabilities in the US, and parents planning for an adult child’s future well-being is a responsive, ongoing process as their disability needs may change. A Journal of the American Medical Association reports the life expectancy of adults with Down Syndrome has increased from 25 in 1983 to 60

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what is estate administration

What is Estate Administration?

Estate administration refers to managing and distributing a deceased person’s assets in the US. This process typically includes identifying and inventorying the decedent’s assets, paying debts and taxes, and distributing any remaining assets to the beneficiaries named in the decedent’s will. Without a valid will, actions are taken to comply with state intestacy laws. The

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