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JANUARY 2023: NEWS YOU SHOULD KNOW

CHANGES TO THE LAW
Estate and gift tax exclusions, as well as annual retirement account contribution limits have all increased this year.
FIND OUT HOW THIS COULD AFFECT YOUR ESTATE AND FINANCIAL PLANS

AGE OF ONSET RULE FOR ELIGIBILITY IS SET TO CHANGE. LEARN MORE!
The National Association of State Treasurers Applauds the Passage
of the ABLE Age Adjustment Act


LEARN ABOUT CARE.COACH IN THE LATEST EPISODE!

REGISTER FOR ONE (OR MORE) OF OUR SPECIAL NEEDS PLANNING PROGRAMS THIS MONTH!
FREE EDUCATIONAL OPPORTUNITIES
SUPPORTED
DECISION MAKING
& GUARDIANSHIP
BENEFITS AND REPRESENTATIVE PAYEES
PLANNING FOR THE FUTURE WITH TRUSTS & STABLE
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