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When and How to Share the Details of your Estate Plan

February 8, 2021 Estate planning, a difficult but necessary process, provides you with the peace of mind that your loved ones will be provided for and your wishes will be upheld in the event of your death or incapacitation. Depending…

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Managing Impact of Mergers and Acquisitions on Employees

January 27, 2021 Typically, the goal of merger or acquisition (M&A) is the formation of a more successful, efficient, productive, and profitable company. The employees of the merging companies, however, do not always share the same level of enthusiasm as…

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When and Why to Update Your Estate Plan

January 18, 2021 Congratulations! You have put in the time, made the decisions, and signed the documents. Your estate plan is complete. With the knowledge that your beneficiaries will be cared for and your wishes will be carried out, you…

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Revisiting the SECURE Act of 2019

January 11, 2021 The Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”), significantly changed the rules regarding distributions from traditional Individual Retirement Accounts (“IRAs”) both during an account owner’s life and after his or her death….

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Top 5 Business Action Items for 2021

December 22, 2020 2020 has been a roller coaster ride for many businesses during a truly unprecedented time.  All industries and sectors have been faced with a worldwide pandemic, economic uncertainties, new government regulations and political unpredictability.  But a new…

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Charitable Gifts in a Trust – What You Needs to Know

December 18, 2020 A trust can be a very beneficial estate planning tool for persons wishing to make charitable contributions. However, there are some important aspects to consider when drafting and administering a charitable gift within a trust. Institution or…

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End of the Year Tax Reduction Strategies for Small Business

December 10, 2020 As 2020 (finally) comes to a close, it’s time to start thinking strategically about minimizing your company’s tax liability.  While COVID-19 has affected some industries more than others, all small business owners will benefit from doing a…

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Estate Planning Organization 101

December 1, 2020 Estate planning is a vital process to ensure that, upon death or incapacitation, your wishes with respect to your minor children, your property, your businesses, and/or your other assets are carried out for the benefit of you…

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