Medicaid’s New 80-Hour Work Requirement: What It Is, Who It Affects, and Why Wages Matter
Medicaid’s New 80-Hour Work Requirement: What It Is, WhoIt Affects, and Why Wages Matter The U.S. Medicaid program […]
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The Medicaid Payback Rule
The Medicaid Payback Rule: How It Works in Special Needs Trust Planning Introduction In U.S. special needs planning, Medicaid payback
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The Volunteer Income Tax Assistance (VITA) Program
The Volunteer Income Tax Assistance (VITA) Program: Free Tax Help Today, a Stronger Financial Profession Tomorrow The IRS Volunteer
Affirmative Allocation of the GST Exemption: What It Is, Why It Matters, and How To Do It Right
Affirmative Allocation of the GST Exemption: What It Is, Why It Matters, and How To Do It Right In U.S.
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The Exclusive Citizenship Act of 2025 vs Bill C-3
The United States and Canada have introduced two very different citizenship approaches in 2025, and for cross-border families the implications
Reverse QTIP Election: The Smart Way to Use the First Spouse’s GST Exemption
A reverse QTIP election is a targeted generation-skipping transfer (GST) planning tool that lets the first spouse to die apply
What Is the “Three-Year Rule” In U.S. Estate Planning?
What Is the “Three-Year Rule” In U.S. Estate Planning? In U.S. trust and estate planning, the “Three-Year Rule” is
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Can You Keep an RDSP After Leaving Canada?
Can You Keep an RDSP After Leaving Canada? Cross-Border Tax Implications and the 10-Year Repayment Rule Explained Meta Description: Moving
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Understanding Structured Notes: What They Are and How They Work
Understanding Structured Notes: What They Are and How They Work – Lucas Wennersten In today’s complex investment landscape, many investors
Tokenized Gold
Tokenized Gold There is so much happening right now with crypto, blockchains, and tokenization. A new option for those investing
