Stimulus Payment is Wrong or Missing

Help! My Stimulus Payment is Wrong or Missing!   July 20, 2020  Here are some common scenarios why you may not have received your payment, or the payment you did receive was for an incorrect amount, and what you can do. Your payment was sent to a closed bank...

Business Succession and Estate Planning

  Business Succession and Estate Planning July 1, 2020   Transferring a family business to the next generation requires a delicate balancing act. Estate and succession planning strategies aren’t always compatible, and family members often have conflicting...

You May Owe a Tax Payment this Month

You May Owe a Tax Payment this Month   July 1, 2020  You may owe the IRS a tax payment for your 2020 tax return and not know it. Most Americans have income taxes withheld from their paychecks, with their employer sending a tax payment to the IRS on your behalf....

Concealing a Trust Could Run Afoul of State Law

  Concealing a Trust Could Run Afoul of State Law July 2, 2020   You may have good intentions in keeping a trust a secret from its beneficiaries. Perhaps you have concerns that, if your children or other beneficiaries know about the trust, they might set...

Online Will Planning

  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...