May 7, 2020 | Estate Planning, Uncategorized
Drafting Your Will Using Online Tools Can Lead to Unwanted Outcomes May 21, 2020 The novel coronavirus (COVID-19) pandemic has refocused people’s thoughts on the health and safety of their families. In addition to taking the necessary steps today to...
May 1, 2020 | Estate Planning, Uncategorized
Now May be the Time to Forgive Intrafamily Loans May 14, 2020 If you have outstanding loans to your children, grandchildren or other family members, consider forgiving those loans to take advantage of the current, record-high $11.58 million gift and...
Apr 29, 2020 | Estate Planning, Uncategorized
Rules Changed for Your IRAs, RMDs and Estate Plan May 1, 2020 Many people’s estates typically include IRAs. Be aware that two major laws passed into law recently, the Setting Every Community Up for Retirement Enhancement (SECURE) Act and the Coronavirus...
Apr 16, 2020 | Estate Planning, Uncategorized
Charitable Giving During the COVID-19 Crisis April 30, 2020 The novel coronavirus (COVID-19) pandemic and the resulting economic fallout is dealing a crushing blow to charitable organizations. Indeed, during a time when food banks, disaster relief and...
Apr 10, 2020 | Estate Planning, Uncategorized
Events that Might Lead You to Revise Your Estate Plan April 23, 2020 Generally, it’s recommended that you review your estate plan at year’s end. It’s a good time to check whether any life events have taken place in the past 12 months or so that affect...
Apr 3, 2020 | Estate Planning, Uncategorized
Deadlines for Gift Tax Filing and Payment Deadlines Extended to July 15 March 25, 2020 You may have heard that the federal income tax filing and payment deadline has been extended from April 15, 2020, to July 15, 2020, to provide relief for taxpayers...
