How much you will pay in taxes on an individual retirement account (IRA) withdrawal, depends on the...
Archive - April 2020
What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?
Estate planning offers tools to establish and maintain effective control over cash, investments and...
What are the Alzheimer’s Signs?
As we age, it’s normal to begin worrying about Alzheimer’s disease. Alzheimer’s is an irreversible...
Relocating for Retirement, Family … or Taxes?
Does your ability to pass on your wealth to your heirs depend on where you live ... and die...
Retirement Planning and Declining Abilities
When a loved one is experiencing cognitive decline, emotional and medical considerations often...
C19 UPDATE: Did You Get a Paycheck Protection Program Loan? Take These Steps Now to Qualify for Forgiveness
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation...
Is a Pandemic a Good Time to Make End-of-Life Decisions?
Not many of us expect to contract the coronavirus, or if we do, to die from it. However, the...
Requests for Estate Plans Reflect Fears about Coronavirus
Lawyers are being bombarded with requests to write wills, update estate plans and prepare health...
Do I Need to Be Wealthy to Set Up a Trust?
If you've heard of trust funds but don't know what they are or how they work, you're not alone...
You Can Complete Your Estate Plan During the Coronavirus Quarantine
If you are quarantined or under a lockdown and can't get to a notary, how can you get your will...