The Setting Every Community Up For Retirement Enhancement Act (SECURE Act) was attached to a spending bill (the Further Consolidated Appropriations Act of 2020, or FCAA) and signed into law on December 20, 2019, taking effect...more
Common estate planning misconceptions, as well as a lack of focus on legacy planning, have resulted in a number of common myths which have led people to believe that an estate plan is unnecessary. With 2021 well-underway, it...more
Bank accounts, life insurance, investments, furniture, jewelry, art and collectibles are among the many assets to consider when planning your estate. However, your home and other real estate may be among the most valuable and...more
As the 2020 presidential and congressional elections approach, individuals should consider taking proactive steps in their wealth management by strategically aligning their financial goals with the incentives currently...more
Estate planning is a team effort and the lineup of individuals and professionals that you choose for your team roster will determine the integrity of your plan for years to come. An all-star lineup for your estate plan should...more
After creating and implementing a plan for your estate, it is important to regularly revisit your plan to ensure that it is still reflective of your values and goals for passing along your legacy. Seemingly small changes in...more
10/26/2020
/ Asset Management ,
Beneficiaries ,
Child Custody ,
Conservators ,
Estate Planning ,
Inheritance ,
Marital Assets ,
Power of Attorney ,
Spouses ,
Successors ,
Trustees ,
Trusts
The Internal Revenue Service has paid out billions of dollars in relief payments to individuals as part of the CARES Act, a cash injection passed by Congress in response to COVID-19. Just last Friday, new guidance was issued...more
The Coronavirus Aid, Relief, and Economic Security Act (“CARES Act” or “Act”) provides emergency assistance and health care response for individuals, families, and businesses affected by COVID-19. The CARES Act also includes...more