News

End of Year

When and Why to Update Your Estate Plan

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 can finally sit…

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Revisiting the SECURE Act of 2019

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. Some of the…

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Top 5 Business Action Items for 2021

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 year is right…

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