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,...
CARES Act Charitable Deduction
Did you know the new CARES Act just signed into law may allow you a charitable deduction of 100% of...
Distribution of IRA
Did you know that requirements for distribution of IRAs now starts at age 72? #TuesdayTip Robin A. Lloyd, Sr., J.D.
Beneficiary Designations
Are all of your beneficiary designations up to date on assets such as a life insurance policies, 401(k) accounts, and...