• 18th

    18th

    Jan, 2017

    2017 Supplemental Needs Planning Update

    2017 Supplemental Needs Planning Update

    Congress Passes 21st Century Cures Act On December 13, 2016, President Obama signed the 21st Century Cures Act (the “Act”), which Congress had passed with strong bipartisan support. Prior to the Act, if an individual with disabilities under the age of 65 had their own assets and desired to transfer those assets to a supplemental

  • 22nd

    22nd

    Dec, 2016

    2016 Tax Update

    2016 Tax Update

    FUTURE OF THE FEDERAL ESTATE TAX? The election of Donald Trump and a solidly-Republican Congress has fueled great speculation about potential federal tax law changes.  We have long believed that the federal estate tax might one day be repealed and that our younger clients, in particular, should at least consider that possibility before engaging in