Maximizing Estate Value: 1031 Exchanges as a Strategic Tool Cathy Jackson LeitnerMarch 14, 2023Estate Planning, Tax PlanningComment
Medicaid Renewals Resuming: The Information Gap Cathy Jackson LeitnerFebruary 14, 2023Medicaid, MedicareComment
Jan. 1-March 31: Medicare Advantage Open Enrollment Period Cathy Jackson LeitnerFebruary 7, 2023Comment
Social Security Recipients to Get Another Increase in 2023 Cathy Jackson LeitnerDecember 27, 2022Comment
IRS Raising Annual Gift Tax and Estate Tax Exclusions in 2023 Cathy Jackson LeitnerDecember 20, 2022Comment
What You Should Know About Required Minimum Distributions Retirement PlanningCathy Jackson LeitnerDecember 6, 2022Comment
If You Don't Want an IRA Distribution, You Can Donate It to Charity and Save on Taxes Cathy LeitnerNovember 1, 2022Comment
Psychiatric Advance Directives: Plan Your Treatment Before a Mental Health Crisis Incapacity PlanningCathy Jackson LeitnerOctober 11, 2022Advanced Directives, Mental HealthComment
How Community Property Affects Estate and Tax Planning Cathy Jackson LeitnerSeptember 26, 2022Comment