March 31, 2020 •
Estate Planning ![]()
Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
Read MoreMarch 30, 2020 •
Estate Planning ![]()
There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.
Read MoreMarch 27, 2020 •
Estate Planning ![]()
You're chugging along with your savings goals, but are you really doing everything right? See if you're at risk for getting off track due to four all-too-common mistakes.
Read MoreMarch 26, 2020 •
Estate Planning ![]()
There were only approximately 1,900 taxable estates in the U.S. in 2018, which is less than 0.1 percent of people who died that year.
Read MoreMarch 25, 2020 •
Estate Planning ![]()
Raising a child with special needs means extra health, safety and planning challenges that can be more stressful and expensive.
Read MoreMarch 24, 2020 •
Estate Planning ![]()
In these uncertain times, it’s more important than ever to have your legal, financial and medical ducks in a row. Sadly, when serious illness strikes it is usually quite rapid and often unexpected. In these times, however, we do have forewarning that we are all at risk of contracting COVID-19, the coronavirus.
Read MoreMarch 23, 2020 •
Estate Planning ![]()
The most common misconception estate planning attorneys hear, is that someone doesn’t need an estate plan because their client isn’t elderly or on death’s door.
Read MoreMarch 20, 2020 •
Estate Planning ![]()
Probate can be a long, arduous, and costly process—especially in states that aren’t considered probate-friendly. Enter a workaround that is being used by an increasing number of people: revocable living trusts.
Read MoreMarch 19, 2020 •
Estate Planning ![]()
Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
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On March 13 President Trump declared a national emergency due to extraordinary circumstances resulting from Coronavirus. This Declaration opens up new methods for employers to provide tax-favored financial assistance to employees affected by the virus.
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