Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors...
Archive - April 2020
Update Your Estate Plan to Protect Spouse and Children
Imagine you get married and within a year or two, your new spouse passes away. Now, imagine that...
Massive Changes to RMDs from Stimulus Plan
Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief...
Estate Plan Updates in the Age of Coronavirus
Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people...
C19 UPDATE: Coronavirus Got You Thinking About a Will? That Might Not Be Enough.
Amid the climate of uncertainty surrounding the coronavirus pandemic that is sweeping the nation...
What are the Main Estate Planning Blunders to Avoid?
Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient...
The Coronavirus and Estate Planning
The rapidly evolving coronavirus (COVID-19) crisis is creating a plethora of unique estate planning...
C19 UPDATE: Delay Payroll Taxes OR Get Paycheck Protection?
The Coronavirus Aid, Relief, and Economic Security (CARES) Act passed on March 27, 2020, allows...
C19 UPDATE: Keeping Ourselves and Our Elderly Loved Ones Safer
If you’re caring for an older loved one, you might be worried. Here is what you need to know to...
Market Plunge Presents Opportunities for Wealthy
The worldwide worry over coronavirus creates a glimmer of good news for at least one segment of the...