The Coronavirus Aid, Relief and Economic Security (CARES) Act provides aid for individuals and businesses in need. The Internal Revenue Service (IRS) has published information on the specific retirement provisions in Section 2202 of the act. See the link here.  The information from the IRS provides insight into which individuals may benefit from the additional...
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Estate Planning
Because estate planning is a comprehensive plan and not just a single document, it is important to regularly review all aspects of your plan, your finances, and your family’s needs. Things to Review Beneficiary Designations: The beneficiary designation form is crucial for assets such as life insurance and retirement accounts. Improper information on these documents...
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WHO IS GOING TO FEED FIDO? It’s important not to think about estate planning as something you do for yourself. Estate planning is something that you do to make sure your loved ones are cared for. And this applies to the humans and animals in your life.  WHO GETS YOUR STAMP COLLECTION? Estate planning covers...
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