Articles

CARES Act: Impact to Retirement Accounts

1 year ago in

By now you may have heard of the Coronavirus Aid, Relief and Economic Security (“CARES”) Act, which is legislation enacted by Congress (with overwhelming support)

Estate Planning During COVID-19

2 years ago in

While it is always important to have your estate plan completed, many clients are especially anxious during this time of the Coronavirus (COVID-19) pandemic. During

Updated 3/31/20 – COVID-19: Families First Coronavirus Response Act

2 years ago in

On March 18, 2020, as a direct result of the ongoing COVID-19 pandemic, President Trump signed the Families First Coronavirus Response Act (“Act”) into law.

FAQ: Family Medical Leave Expansion Act

2 years ago in

NOTE: This webpage and article will be updated regularly as the law is further clarified by the Department of Labor. RELATED ARTICLE: EMERGENCY PAID SICK

FAQ: Emergency Paid Sick Leave Act

2 years ago in

NOTE: This webpage and article will be updated regularly as the law is further clarified by the Department of Labor. RELATED ARTICLE: FMLA EXPANSION ACT –

The Rubber Band is broken on “Stretch IRA’s”

2 years ago in

One of the tax advantages of an individual retirement account (IRA) is that the beneficiaries of an IRA could stretch out the tax bill over

Who Should be Your Trustee?

3 years ago in

For the last 25 years or so, I have been drafting trusts for my clients as part of their estate plan. One question that always

Should You Update Your Estate Plan?

4 years ago in

Clients often ask me when they should review and update their estate plan. I recommend the estate plan should be reviewed every 5 years at

The Smart Divorce

6 years ago in

Thinking of filing for divorce? Here are some ideas to help you make the whole process faster, cheaper, and less stressful for all: Pointers for