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...
Thanksgiving has passed and we are approaching the holiday season. While the New Year is just around the corner, we can take this time to reflect on the year that is wrapping up and prepare for the one that is ahead of us. The holiday season is a wonderful time to...
In my first blog post, I touched upon the definition and origins of trusts. Remember how excited you were to learn about them and how you were going to impress everyone at your next cocktail party with your new-found knowledge? Of course you do! In my second post,...
The year-end deadline for taking RMDs from your retirement planning accounts is getting closer. Do you know whether or not you’ve taken your RMD this year? Are you confused about what, exactly, an RMD is, and why they’re necessary? Let’s go over what you need to know...
