During the divorce process, one often overlooked area is updating your estate plan. Divorce can impact beneficiary designations on life insurance policies, retirement accounts, and other assets and can also have tax...more
Presented by Cohen Seglias associate Whitney Patience O'Reilly on October 22, 2020.
An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life...more
An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more
With the recent passage of the CARES Act, which provides emergency assistance for individuals, families, and businesses affected by COVID-19, and the passage of the SECURE Act in December 2019, there are now numerous changing...more
4/22/2020
/ CARES Act ,
Coronavirus/COVID-19 ,
Estate Planning ,
Individual Retirement Account (IRA) ,
New Legislation ,
Relief Measures ,
Required Minimum Distributions ,
Retirement ,
Retirement Funds ,
Retirement Plan ,
SECURE Act
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was enacted on December 20, 2019, as part of a major appropriations bill. The SECURE Act is intended to make it easier for a broad range of...more
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was enacted on December 20, 2019, as part of a major appropriations bill. The SECURE Act is intended to make it easier for a broad range of...more
1/30/2020
/ 401k ,
Beneficiaries ,
Benefit Plan Sponsors ,
Employee Benefits ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
New Legislation ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act ,
Surviving Non-Spouse Beneficiaries ,
Trustees ,
Trusts ,
Webinars
Presented by Cohen Seglias Attorneys Brian Lawton and Whitney Patience O'Reilly on January 23, 2020.
It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an...more
1/28/2020
/ Asset Management ,
Asset Protection ,
Beneficiaries ,
Business Entities ,
Creditors ,
Divorce ,
Estate Planning ,
Fraudulent Transfers ,
Homestead Exemption ,
Individual Retirement Account (IRA) ,
Investment Management ,
Liability Insurance ,
Lifetime Benefits ,
Prenuptial Agreements ,
Retirement ,
Retirement Plan ,
Risk Mitigation ,
Trusts ,
Wealth Management ,
Wills
It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so...more
1/8/2020
/ Asset Management ,
Asset Protection ,
Beneficiaries ,
Business Entities ,
Creditors ,
Divorce ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Investment Management ,
Liability Insurance ,
Lifetime Benefits ,
Prenuptial Agreements ,
Retirement ,
Retirement Plan ,
Risk Mitigation ,
Trusts ,
Wealth Management ,
Webinars ,
Wills
In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more
In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more