Special needs trusts are a popular financial planning strategy used in Maryland by those looking to assist someone in need without jeopardizing a person’s eligibility for programs that require recipients to have income or asset levels below a set limit. The trust will...
Plan For The Future With Confidence
Month: November 2022
2023 federal estate and gift taxes
Estate planning could involve more than deciding what assets to leave beneficiaries. Maryland residents might wish to address some responsibilities associated with any tax implications following their passing. Understanding 2023 estate and gift tax rates could help a...
Special needs planning for families
Expenses can be high for families in Maryland that care for members with disabilities. Saving money works for most families, but many of them have to qualify and sign up for disability benefits. There are several solutions for people to care for children and adults...
