With the recent passage of the CARES Act, which provides emergency assistance for individuals, families, and businesses affected by COVID-19, and the passage of the SECURE Act in December 2019, there are now numerous changing...more
4/22/2020
/ CARES Act ,
Coronavirus/COVID-19 ,
Estate Planning ,
Individual Retirement Account (IRA) ,
New Legislation ,
Relief Measures ,
Required Minimum Distributions ,
Retirement ,
Retirement Funds ,
Retirement Plan ,
SECURE Act
The Setting Every Community Up for Retirement Enhancement Act (the SECURE Act) was enacted on December 20, 2019, as part of a major appropriations bill. The SECURE Act is intended to make it easier for a broad range of...more
1/30/2020
/ 401k ,
Beneficiaries ,
Benefit Plan Sponsors ,
Employee Benefits ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Inherited IRA ,
New Legislation ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act ,
Surviving Non-Spouse Beneficiaries ,
Trustees ,
Trusts ,
Webinars
Presented by Cohen Seglias Attorneys Brian Lawton and Whitney Patience O'Reilly on January 23, 2020.
It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an...more
1/28/2020
/ Asset Management ,
Asset Protection ,
Beneficiaries ,
Business Entities ,
Creditors ,
Divorce ,
Estate Planning ,
Fraudulent Transfers ,
Homestead Exemption ,
Individual Retirement Account (IRA) ,
Investment Management ,
Liability Insurance ,
Lifetime Benefits ,
Prenuptial Agreements ,
Retirement ,
Retirement Plan ,
Risk Mitigation ,
Trusts ,
Wealth Management ,
Wills
It can take years to accumulate assets and increase the value of your business and investments. Unfortunately, without an asset protection plan, you could lose everything or a significant portion of what you have worked so...more
1/8/2020
/ Asset Management ,
Asset Protection ,
Beneficiaries ,
Business Entities ,
Creditors ,
Divorce ,
Estate Planning ,
Individual Retirement Account (IRA) ,
Investment Management ,
Liability Insurance ,
Lifetime Benefits ,
Prenuptial Agreements ,
Retirement ,
Retirement Plan ,
Risk Mitigation ,
Trusts ,
Wealth Management ,
Webinars ,
Wills