May 29, 2020 | Uncategorized
The New Face of Banking It Suddenly Got a lot More Difficult to Buy a Home June 11, 2020 Here are some tips for working with banks and other lending institutions in the midst of tighter lending requirements and a heightened awareness of staying healthy. Save More for...
May 28, 2020 | Savings, Uncategorized
Think Before Tapping 401(k) as Emergency Fund June 8, 2020 Among other changes in the CARES Act relating to qualified plans and IRAs, a participant can withdraw up to $100,000 of funds without paying the usual 10% tax penalty on distributions before age 59½....
May 27, 2020 | Uncategorized
Be Prepared for Pandemic Tax Surprises June 1, 2020 Numerous new laws provide economic relief to individuals and businesses hardest hit by this year’s pandemic. This much-needed financial assistance, however, comes with a few strings attached. Here are three...
May 27, 2020 | Uncategorized
Looking for a Trust That Can Also Act as a Financial Backup Plan? Consider a SLAT June 1, 2020 Some of the most effective estate planning strategies involve setting up irrevocable trusts. For a trust to be deemed irrevocable, you, the grantor, lose all...
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...
