Bourget Law Group, LLC

Bourget Law Group, LLC

Bourget Law Group, LLC Blog

Free Tax Preparation Help Is Available to Seniors

Most low- and middle-income Americans qualify for free online tax preparation software, but do not take advantage of it. And anyone over age 60 can use the IRS’s Tax Counseling for the Elderly program.

New Retirement Law Changes Special Needs Planning

As 2019 drew to a close, Congress passed a spending bill that includes significant changes to retirement savings accounts. For families with special needs members, these changes will have an impact on estate planning.

Should 529 Funds Be Transferred to an ABLE Account?

Due to recent tax law changes, families with special needs children may be thinking about rolling existing 529 funds into ABLE accounts. But before you do, make sure you understand how these two accounts work and how they differ.

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