Social Security disability recipients will see an increase in benefit levels for 2021, although the rise will be the smallest in years due to the economic downturn caused by the COVID-19 pandemic.   […]

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With a push by the Democratic party to return federal estate taxes to their historic norms, taxpayers need to act now before Congress passes legislation that could adversely impact their […]

Posted in Blog | Comments Off on Wealth Transfer Strategies to Consider in an Election Year

Do-it-yourself estate plans, wills, and other legal documents are available across the Internet.  Such products are tempting and seemingly convenient, but using them could create serious and expensive legal problems for […]

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Posted in Videos & Webinar Recordings | Comments Off on COVID 19 and Mental Health” with Ms. Ellen Platt of The Option Group