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2020 CARES Act: FAQs for Individuals

2020 CARES Act: FAQs for Individuals

In response to the COVID-19 global pandemic and state of emergency, Congress passed the Coronavirus, Aid, Relief, and Economic Security (CARES) Act on March 27, 2020. This is historic and sweeping legislation aimed at keeping workers paid and employed, allowing...
What’s the Deal with Trusts: Special Needs Trusts

What’s the Deal with Trusts: Special Needs Trusts

In my next few blogs I will discuss Special Needs Trust (SNT), also referred to as a Supplemental Needs Trust, which I believe are often underutilized and misunderstood. Let’s begin with a simple definition of a Special Needs Trust:  A SNT is a trust that...
Millennial Money Matters: When to Jump Ship

Millennial Money Matters: When to Jump Ship

For many, the end of the year marked another annual review at work. For some, that review may have been upsetting – were you passed over for a promotion? Does your raise (or lack of) seem pathetic? Do your long hours at the office and hard work seem...