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08 Jul '20
If the COVID news has you thinking about your estate planning (or the lack thereof), you are not alone. We field calls all day from people ready to get their affairs in order. We’ve quickly adapted to the ongoing situation. Some of our clients prefer to limit trips to the actual office. We regularly conduct […]
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The new SECURE Act will drastically change the way estate planning practitioners handle retirement accounts such as IRA’s and 401(k) plans. On December 20, 2019, President Trump signed into law the SECURE Act, a new law that deals with the tax rules governing the distributions from and the contributions to retirement accounts. The law […]
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Anyone who has a disability or has a family member, particularly a child, with a disability should know about Special Needs Trusts. These Trusts, which are sometimes referred to as Supplemental Needs Trusts or Supplemental Care Trusts, provide a disabled individual and his/her family members with a way to receive money without risking the loss […]
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