Articles Archives - Page 4 of 4

March 31, 2020

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 this time, it is natural to want to focus on our wellbeing and that of our families. An important part

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

March 21, 2020

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. This new Act is also known as HR 6201. The two key laws that will impact many Employers are the:

FAQ: Family Medical Leave Expansion Act

March 21, 2020

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 LEAVE ACT – FAQ On March 18, 2020, as a direct result of the ongoing COVID-19 pandemic, President Trump signed

FAQ: Emergency Paid Sick Leave Act

March 21, 2020

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 – FAQ On March 18, 2020, as a direct result of the ongoing COVID-19 pandemic, President Trump signed the Families

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

January 6, 2020

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 the life expectancy of the beneficiaries. In the meantime, the IRA could continue to grow tax deferred as long as

Who Should be Your Trustee?

February 7, 2019

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 surfaces is who is best suited to be the successor trustee of a client's revocable living trust. The question comes

Should You Update Your Estate Plan?

April 18, 2018

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 minimum, but more often if there are significant life changes. Here is a checklist of events that may trigger an

The Smart Divorce

April 1, 2016

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 litigants with lawyers: Family law is much more complicated than ever before. Choose a lawyer who has skills to match

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Estate Planning During COVID-19

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

FAQ: Family Medical Leave Expansion Act

FAQ: Emergency Paid Sick Leave Act

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

Who Should be Your Trustee?

Should You Update Your Estate Plan?

The Smart Divorce

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