Biden’s Capital-Gains Tax Plans Would Upend Estate Planning by the Wealthy
The new Biden’s capital-gain tax plans aims to increase the top-capital gains rate from 23.8% to 43.4% and tax assets if sold when an individual
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The new Biden’s capital-gain tax plans aims to increase the top-capital gains rate from 23.8% to 43.4% and tax assets if sold when an individual
Not everyone will live to a ripe old age but it is a hope most of us have. And those of us who wish to
Medicaid is an insurance program designed for individuals who cannot afford health care expenses. These individuals ranges from seniors, low-income families and disabled individuals. In
A special needs trust allows a disabled individual to get benefits from the trust funds while still receiving public benefits like Medicaid and Supplemental Security
A special need trust is almost identical to the trust you know. However, there exist a huge difference. A special need trust is a legal
Digital assets such as Bitcoin and crypto currency often falls to out of to do plans. Most people haven’t even given a thought to what
Estate planning is not meant for the old who are preparing for their last days. Neither is it totally for those who have amassed a
A health care proxy is a legal document that allows an individual (the principal) to designate another individual who will make important health care decisions
Medicaid, a public health insurance program, is not designed for everyone. Generally, this federal and state program is designed for those who cannot afford health
A 2026 Guide to Pooled Trusts for Long Island Home Care For more than 30 years, I have helped families across Long Island navigate the