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Saving Estate Generation Tax Skipping With Upstream Gifts To The Older Generation

Complex times are times to seek advice and consult your Estate Planner. Federal estate tax laws in place during the 1970s, 1980s and 1990s were very oppressive. These laws were modified to a great extent and now benefit...more

Important Clarification About Required Minimum Distributions For 2020

In April we notified you of important changes to the rules regarding required minimum distributions from your retirement accounts for calendar year 2020. These rules were part of the CARES Act which was signed into law on...more

Estate Planning In 2020

The current state of affairs reminds all of us that we live in a time of uncertainty. We must be mindful that estate plans are fluid and need to be altered to reflect current realities. Now, more than ever, clients should be...more

Additional Estate Planning Considerations Resulting From Coronavirus (COVID-19)

We hope this newsletter finds you and your loved ones safe and healthy. We previously noted that the coronavirus "lock down" is causing many of our clients to re-think their existing estate plans. In the past, certain estate...more

Estate Planning Alert: Issues To Contemplate Post Coronavirus (COVID-19)

We hope this newsletter finds you and your loved ones safe and healthy. The coronavirus "lock down" is causing many of our clients to re-think their existing estate plans. Many of you want to make modifications or take...more

Important Tax Relief For Required Minimum Distributions

One of the most significant tax breaks for individuals included in the recently passed CARES Act was a temporary suspension of the annual required minimum distribution rules for IRA’s and certain other defined contribution...more

Condominium Cooperative Services Alert - Coronavirus (COVID-19)

MH&H Condominium & Co-Op Services Group - We hope this Alert finds you and your loved ones healthy and safe during these difficult times. While our office is working remotely during the COVID-19 crisis, please know that we...more

Estate Planning Alert-COVID-19

We hope this Alert finds you and your loved ones healthy and safe during these unsettling times. When you entrusted us to implement your estate plan we assured you that we would be there for you in times of need. We are...more

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