In the recently released Rev. Proc. 2023-23, the IRS has made annual inflation adjustments to health savings account (HSA): The HSA catchup contribution limit for those..
Continue Reading
If you find yourself in a position where you recently came into possession of an inherited IRA, you might feel as though you’re at a crossroads..
Continue Reading
Suppose it is your responsibility to designate the next owner of true heirlooms. Above all, you want to avoid family strife and resentment and ensure they..
Continue Reading
As you saw in our blog post last month, there are a lot of important nuances to consider when creating and executing a financial power of..
Continue Reading
In a previous blog, we covered the importance of having a financial power of attorney in place, but did you know that not all financial powers..
Continue Reading
As we start the New Year, we want to take a moment to inform you of tax law changes which will take effect this year. Some..
Continue Reading
As the holiday season approaches, we are reminded of a funny story of when Elizabeth A. Anderson, Esq., was gifted a shirt last year that said,..
Continue Reading
In our last installment we explored the concept of taking an “elective share” and an augmented estate. It is an incredibly complicated legal concept that most..
Continue Reading
This article provides a broad overview of a surviving spouse’s rights to the estate of a deceased spouse. Whether spouses are in their first marriage or..
Continue Reading
In our final installation, Elizabeth A. Anderson, Esq. and Mike Henley, MD, conclude their conversation on Medicaid and tackle the big issue of a Medicaid spend-down...
Continue Reading