Estate Planning Resources

Federal Estate Tax Laws
Title 26, Subtitle B, Chapter 11 of the Internal Revenue Code, governing federal estate taxes.

Federal Gift Tax Laws
Title 26, Subtitle B, Chapter 12 of the Internal Revenue Code, governing federal gift taxes.

Social Security Administration Retirement Planner
The federal Social Security Administration provides retirement planning and disability benefit information from this website.

Centers for Medicare and Medicaid Services
This government-provided resource is the official site of the agency that is responsible for Medicare, Medicaid and other programs.

Frequently Asked Retirement Questions
This website answers frequently asked questions about retirement benefits under the Social Security system.

Factors that may affect your retirement benefits
This Social Security Administration website provides information on factors that may affect your retirement benefits. Topics include different kinds of earnings, maximum covered earnings, credits, pensions, annuities, interest, dividends, windfall elimination provisions (WEP) and government pension offsets (GPO).

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