top of page

JANUARY 2023: NEWS YOU SHOULD KNOW

MAN IN WHEELCHAIR_edited.jpg

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

TAX FORMS.png

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

Individuals with Care.Coach.jpg
VLOGAN.png

LEARN ABOUT CARE.COACH IN THE LATEST EPISODE!

Microphone and audience_edited.jpg

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

bottom of page