Now is the Time to Make Gifts — and I Really Mean NOW!!!!!
It has long been a maxim in estate planning that it is worthwhile to make gifts.
Has COVID-19 (Unfortunately) Made This a Good Time for Estate Planning?
Many families and businesses have been devastated by physical and financial losses as a result of the coronavirus pandemic
Completing Your Estate Plan During COVID-19
Estate Planning may not be top of mind during a pandemic, but this critical protection is especially important
What to Do When You Cannot Stretch (IRAs) Like You Used to, and Yoga Won’t Help
Laws constantly change. Some changes are of no consequence to a client’s estate plan.
The SECURE Act Finally is Enacted by Congress
In spite of congressional deadlock and before their holiday recess, Congress enacted the most significant and comprehensive retirement plan bill