YHB News

August 11, 2026

Disability Benefits May Have Income Tax Consequences You Don’t Expect

Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified…


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Disability Benefits May Have Income Tax Consequences You Don’t Expect


December 8, 2016

Family Wealth Services

Portability – To do or not to do?

One of the more recent developments in the estate tax planning arena is the concept known as portability.  Portability, which was first introduced as a…


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