Episode 92: Tips for Updating Your Special Needs Plan in 2021 with Mark Worthington
When it comes to estate planning, it’s important to know that it is a process, not a one-and-done event. The same is true for creating a special needs plan. As she does every January, host Annette Hines kicks off the new year with a discussion on the importance...
Episode 91: 4 Steps to Make 2021 the Best Year Yet with Host Annette Hines
After the many ups and downs of 2020, it’s easy to fall into negative ways of thinking. “Did I accomplish anything I set out to do? Was last year just a waste? Look how many mistakes I made and times I failed…” Instead of dwelling on the past, the New...
Episode 74: ABLE Accounts Regulations Finally Finalized
After six years of proposals, feedback and edits, the Internal Revenue Service (IRS) finalized the Achieving A Better Life Experience (ABLE) Accounts regulations on Oct. 1, 2020. While some of the regulations were expected or familiar, others were a bit of a surprise....