Medicare Part A and B Costs to Rise Again in 2025
The Centers for Medicare & Medicaid Services (CMS) has issued the 2025 figures for Medicare. As in 2024, these health care costs are going up across the board.
DetailsThe Great Wealth Transfer: Managing Your Inheritance Wisely
Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. It can also come with complexities that require careful planning and decision-making.
DetailsEntering and Leaving Medicare Advantage Plans
You generally must be enrolled in Medicare Parts A and Part B before you can enroll in a Medicare Advantage plan. To join a Medicare Advantage plan, contact the plan and ask if it is accepting new member enrollments or if it has a waiting list.
DetailsHonored to be Recognized by Best Law Firms in Three Areas
We are noted in the practice areas of Closely Held Companies and Family Business Law, Business Organizations, and Corporate Law
DetailsIRS Announces 2025 Gift and Estate Tax Exemptions
The Internal Revenue Service (IRS) has released its tax inflation adjustment figures for tax year 2025.
DetailsEstate 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.
DetailsYour 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.
DetailsI Don’t Need SSI or Medicaid. Why Get a Special Needs Trust?
There are many benefits to having a special needs trust that go far beyond the ability to maintain eligibility for SSI or Medicaid.
DetailsWhat to Know About Rolling a 529 Account Into a Roth IRA
As of 2024, you can roll over unspent funds from a 529 plan to a beneficiary-owned Roth IRA. This provision gives families a way to kick-start a young person’s retirement savings.
DetailsDoes Medicare Cover Hearing Aids?
Hearing loss is common in older adults, but many still don’t wear hearing aids. In addition to helping people to hear better, hearing aids have been demonstrated to have a positive impact on physical and mental health.
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