More and more, people are being advised to add “transfer on death” designations to their non-IRA brokerage assets. This increasingly popular tool has both benefits as well as detractions and is best used only in certain...more
As students return to colleges and universities across the United States amid COVID-19 concerns, students, their parents and their families should ensure that arrangements for the student’s medical decision-making for an...more
As the world searches for a new normal, it is more important than ever to make sure that the interests of you and your loved ones are properly protected. We have compiled the below list of the basic life and estate planning...more
The SECURE Act was enacted into law. It is effective on January 1, 2020. The Act makes significant changes to the existing landscape of retirement accounts. Some points to keep in mind are:
The age at which retirees must...more
Many of our clients like to make annual gifts to their children and grandchildren. Such gifts may be subject to a gift tax (to be paid by the donor,) however, federal law offers certain exceptions that can help gift givers...more
Having a will is imperative to ensure that your money and belongings are distributed according to your wishes after your death. Wills can distribute property, name an executor and guardians for children, forgive debts and...more