CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of your AGI if you are at least 59 1/2 and you make it from your IRA in 2020. Talk to your tax advisor. #TuesdayTip
Someone Trying To Get You To Review Your Estate Planning Documents?
Secure Act, Cares Act and Coronavirus, do you think someone is trying to get you to review, perhaps update, your Estate Planning documents? #TuesdayTip
Getting Through This Time Together
Fortunately we have experienced challenging times before this one. The twin storms of 2004 were a prime example. We were evacuated from our office for four months. Through necessity, we worked remotely. Our ability to complete our tasks for our clients was amazing. Many of our clients are asking what we are doing during the […]
Impact 100 Finalists
Check out this article on Impact 100’s Finalists. Five nonprofits will receive $100,000 high-impact grants, and three will split $16,481! The women of Impact 100 will distribute a total of $516,481! Also be sure to find Brenda Lloyd’s picture with other Impact ladies. http://veronews.com/2020/03/12/who-wants-100k-impact-100-announces-finalists/
Shining Light Garden Foundation Annual Spring Dinner
Our attorneys, Robin Lloyd and Zachary Kleiman, attended the Annual Spring Dinner benefiting the Shining Light Garden Foundation with their wives Brenda Lloyd and Carly Kleiman, respectively, about two weeks ago. Check out this article to read about the incredible impact of Shining Light Garden to our community. Be sure to peruse through the pictures […]
Impact 100: Impact Day 2020
Our firm proudly sponsored Impact 100: Impact Day 2020 in January at Northern Trust Company. Brenda Lloyd is a longtime member and highly involved with the organization. Robin Lloyd also spoke at the event along with three panelists. Read this article to learn about the success of Impact 100’s grants! Also be sure to check […]
Hibiscus Children’s Center’s Wine & Dine: Taste of Australia
Avid supporters and sponsors to the Hibiscus Children’s Center, Robin and Brenda Lloyd attended their Wine & Dine Taste of Australia Dinner about a month ago. Check out this article about the wonderful event and see the picture of Robin and Brenda with a cute koala bear! http://veronews.com/2020/02/13/gday-for-gourmands-at-hibiscus-taste-of-australia/
Updated Health Care Surrogate and Power of Attorney
“Are your health care surrogate and power of attorney documents up to date?” #TuesdayTip
Red File
Consider putting all of your important documentation in one binder and let your attorney and family members know the location of that binder. #TuesdayTip
SECURE Act
Do you know what the SECURE Act is? The President signed it in late December. #TuesdayTip