Estate Planning Guide eNewsletter

News

Sunday June 24, 2018

ABLE Accounts Enhanced Under TCJA
Washington News
In IR-2018-139, the Service explained the new benefits for people with disabilities who have Achieving a Better Life Experience (ABLE) accounts. ABLE accounts are normally funded by annual gifts up to $15,000. An ABLE account beneficiary is a person who became disabled before age 26. Funds in the ABLE account grow tax-free and may cover qualified disability-related expenses for the beneficiary....
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How Medicare Handles Second Medical Opinions
Savvy Living
Does Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to...
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Do You Have a Difficult Family?
Personal Planner
A businessman with a $2.5 billion estate passed away in 1976. He was single and many individuals, mostly unrelated to...
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