Category: Retirement Planning

Are You Planning to Sell or Surrender Your Life Insurance Policy? Tax Treatment for the Policy Owner

Client Testimonials for Estate Planning Attorney Michael T. Lahti

Establishing and Maintaining Legal Domicile (Residence) in Florida

For Recipients of SSI, SSDI & RSDI: Important Information About Economic Impact Payments

Simple Steps to Remaining in Your Home

Social Security Appeals – A Tale of the Two OBRA ‘93

Stimulus Bill – Tax Relief for Individuals and Businesses

Understanding the MassHealth Five-Year Look Back

Update For SSI, SSDI Recipients: Most Will Receive Economic Impact Payments Automatically