We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing and too horrific to consider.
The Coronavirus Aid, Relief, and Economic Security Act (the CARES Act or the Act), a federal $2.2 trillion emergency relief package signed into law on
As the facts change daily due to the COVID-19 epidemic, families face fears about the health and safety of their loved ones and their economic
You May Not Think You Need a Will, But You Really Do. Most Americans do not have a simple will as part of their estate
If you find yourself in the “sandwich generation” (someone who is caring for both your children as well as your parents simultaneously), you need to
By Natalie Roberts, J.D., LL.M. in Taxation On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act).
A common misconception is that only wealthy families and people in high-risk professions need an asset protection plan. However, the reality is, anyone can be
MYTH! Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits.
In December 2017, the “Tax Cuts and Jobs Act” was enacted. This new tax law changed the income tax calculations for almost all taxpayers, meaning calculations for quarterly estimated tax payments also changed.
How long has it been since your clients have reviewed their existing life insurance policies? Trust officers, financial advisors, and CPAs should audit their clients’
