Articles

So you purchased a home with your significant other (boyfriend, girlfriend, partner, etc.).  You thought that they were “the one,” and you reasoned that interest rates were “so low,” and real estate values are only going to continue to increase. You questioned yourself, “Why am

During the current COVID-19 pandemic, selling your business may be the last thing on your mind for a variety of reasons: business or sales are trending downwards, the economy is unstable, buyers are less inclined to purchase, etc. There is also the possibility that you

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) to provide fast and direct economic assistance for American workers, families, and small businesses, and preserves jobs for American industries.

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

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:

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

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