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It’s Slam the Scam Day!
Protect Yourself from Social Security Scams! March 6 is National Slam the Scam day, designated by Social Security's Office of the Inspector General to raise awareness of government imposter scams...
Your Heirs May Not Be Your Loved Ones
Make Sure Your Assets Are Distributed As You Want Did you know that your heirs may not be your loved ones, and your loved ones may not be your heirs? If you die without a will or estate plan...
Breaking News – CTA is Back in Effect
Beneficial Ownership Reporting IS Required BREAKING NEWS: This week, in response to Tuesday's decision by the U.S. District Court for the Eastern District of Texas, the Financial Crimes Enforcement...
What is a Revocable Living Trust?
Own Property in Another State? This can Help. A revocable living trust allows you to manage your assets, which can include cash, investments and real estate, while you are still able, and to have a...
Grieve Your Property Taxes
It's Time to Grieve Your Property Taxes This is your yearly friendly reminder -- it's time to grieve your real estate taxes. Are you a homeowner? If so, you have probably received or will...
2025 Medicaid Eligibility Numbers
2025 Medicaid Eligibility Numbers - What's Changed? As happens each year, on January 1, 2025, updated Medicaid income and resource eligibility figures became effective. Although Medicaid is a...
2025 Social Security Update
Social Security: What's Changing in 2025? A new year is upon us and that means that the Social Security Administration has made some changes. We highlight the most important of those here. You can...
2025 Updated Estate & Gift Tax Numbers
What is Changing in 2025? It is a new year, which means that the IRS and New York State have released updated estate and gift tax exclusion amounts. If you have assets in excess of the...
BOI Reporting Requirements are IN EFFECT
Breaking News: U.S. Court of Appeals Stays Injunction; BOI Reporting Required! BREAKING NEWS: On December 23rd, the United States Court of Appeals for the 5th Circuit stayed the nationwide...
Breaking News: CTA
Breaking News: US District Court Issues Injunction Barring Enforcement of CTA BREAKING NEWS: The United States District Court of Texas has just issued (12/3) a nationwide preliminary injunction...
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