Upcoming Events and Presentations
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
Special Needs Trusts for Disabled Family Members
We represent many adults and families of children with disabilities in planning for their legal and financial security. One useful tool is the “special needs trust.” The primary purpose of…
Social Security Announces 2022 Benefit Increases
Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 5.9 percent in 2022, the Social Security Administration announced today. The 5.9 percent cost-of-living adjustment…
Preparing for Retirement Reforms
Potential Consequences for Saving, Work, and Retirement Plans Karen E. Smith, C. Eugene Steuerle, Damir Cosic October 2021 Program on Retirement Policy Executive Summary Each of the three pillars of…
Answers to Some Basic Client Tax Questions
The Reconciliation (“Tax Cuts and Jobs”) Act of 2017 (“Act”), signed into law on December 22, 2017, raised the estate tax exemption to $11.7 millionper person ($23.4 million for couple)…
Upcoming Events and Presentations
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by…
Power of Attorney – to Keep You in Control
The Constitution of the United States and the privacy laws that have emanated from its protections guarantee the right of each competent adult to act in his or her own…
Get Ready – Medicare Open Enrollment Begins Next Month (10/15 – 12/7/2021)
September 9, 2021 Medicare’s Open Enrollment period – also known as the Annual Election Period or Annual Coordinated Election Period – runs from October 15 through December 7. During this…
Inflation Brings Big Changes in Tax Brackets
The high inflation amounts that households and businesses have been experiencing this year are likely to lead to larger increases in tax brackets and other inflation-adjusted tax items in 2022.…
Ed Department: Mask Mandate Bans May Violate Rights of Students With Disabilities
by Michelle Diament | August 31, 2021 The U.S. Department of Education is opening investigations into five states where officials say limits on school mask mandates may be in violation…