Health Savings Accounts Can Provide Estate Planning Benefits
Planning for a Special-Needs Child
Changing Jobs? Don’t Forget Your 401(k)
Before Choosing a Trustee, Consider These Issues
2021 Tax Breaks for Charitable Donations
Long-Term Care Costs: Are You Prepared?
Five Estate Planning Questions for Single Parents
When to File a Gift Tax Return
IRS Guidance Provides RMD Rollover Relief
The CARES Act was enacted in an attempt to mitigate the economic effects of the COVID-19 pandemic. Among other things, it extends favorable tax treatment to qualified individuals who take so-called “coronavirus-related distributions” (CRDs) from IRAs, 401(k) plans and certain other retirement plans. Specifically, the CARES Act waives the 10% early distribution penalty for CRDs […]
If You Own IP, Include it in Your Estate Plan
