Guardianship
Do you have a minor child or take care of someone with special needs? Naming a guardian for them should...
The Best Time for Low Basis Transfers?
Now might be the best time to make some low basis transfers while the market is still on the rise. ...
Do Your Documents Reflect Your Current Thinking?
Do your estate planning documents reflect your current thinking? If they do not, or you are unsure if they do,...
The Effect of the SECURE Act on Your IRA
Have you checked to see what effect the SECURE Act has on the inheritance of your IRA? #TuesdayTip Robin A....
Required Minimum Distributions
Did you know the CARES Act eliminated required minimum distributions in 2020 for an individual retirement plan? #TuesdayTip Zachary Kleiman,...
Reviewing Your Estate Plan
Has there been a marriage, birth, death, or divorce in your family since the last time you updated your estate...
Charitable Contributions Under CARES Act
For those taxpayers that take the standard deduction, the CARES Act created a new incentive that if you donate up...
Socially Distanced Signing
It is still law that two witnesses are required to be physically present at the signing of a Will or...
Updating Your Estate Planning Documents: Fiduciary Trust International
In light of current events with COVID-19, Fiduciary Trust International published an article on the importance of maintaining your estate...
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of...