Year: 2026
What are ABLE accounts and when should you use one?
An Achieving a Better Life Experience (ABLE) account lets individuals with disabilities save money without losing Supplemental Security Income (SSI) or Medicaid. Without one, even a few thousand dollars in savings can disqualify you from benefits that cover medical...
New law impacts gifting rules, triggers need to update estate plans
Gifting is an important estate planning tool with tax and Medicaid eligibility consequences. The governing rules evolve and such changes can trigger the need to review and update estate planning strategies. A strategy that worked under one exemption amount, one...