Big sister kissing disabled little brother on cheek

How to Save for a Disabled Loved One

Planning ahead financially for a family member with special needs can be difficult. As an adult with special needs, if you have more than $2,000 in savings, you can potentially lose out on Supplemental Security Income (SSI) benefits and Medicaid. We know this is not a lot of money, so let us share some ways you can save for your disabled loved one while protecting their future eligibility for benefits.
January 27, 2018
Getting out of debt 2018 murphy berglund 2

Getting Out of Debt in 2018

Individuals who resolve to get out of debt in 2018 will likely find that putting the resolution into action can be overwhelming. We completely understand the difficulty, as getting out of debt is easier said than done. You might have questions such as: “Where do I start? What resources are available to me? Who do I consult?”
January 1, 2018
HOW WILL THE NEW TAX LAW AFFECT YOU

How Will the New Tax Law Affect You?

While most of the new tax law has to do with reducing the corporate tax rate from 35 percent to 21 percent, some provisions relate to individual taxpayers, including changes to the estate tax and 529 accounts.

December 27, 2017
Documentary Stamp Tax Pitfalls Murphy Berglund 1

Documentary Stamp Tax Pitfalls

One of the questions we're frequently asked is, “Should I add my new spouse to the deed of my house?”  Before deciding whether to do so, you must understand the legal and documentary stamp tax implications of the “gift." You may ask yourself - “What on earth is a documentary stamp tax?”
December 22, 2017