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Retirement Reform May Affect You

In December 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed and made significant changes to retirement for Americans. Now there is a new bipartisan bill working its way through Congress. Dubbed “SECURE Act 2.0,” this new...

Legislation Update: Better Care Better Jobs Act

The Better Care Better Jobs Act would have an enormous impact on long-term care and Medicaid home and community-based services. Introduced early in summer 2021, the bill would expand access to these services as well as raise wages for direct support professionals –...

New 2019 Maryland Estate Planning Laws

New laws have been passed in the Maryland General Assembly in the 2019 session which affect estate planning. Let's briefly recap each and what they mean for you. SB192: Elective Share of Surviving Spouse This law was passed to broaden the ability of the surviving...

Changes in Health Savings Account Limits

Employers offer various health care plans to employees, one of which is a High Deduction Health Plan (HDHP). It’s typically through this plan that a health savings account (HSA) is offered. These accounts allow individuals to set aside and use money specifically for current or future health care expenses.

2018 Legislative Updates on Estate Taxes

The Maryland General Assembly passed multiple bills this year that have significant effects on estate planning. Here is a breakdown of two of the bigger bills and how they could affect you. Amendment to the State Estate Tax Beginning in 2019, the new cap for...