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
Should Homeowners Prepay their 2020 Property Taxes?
Reverse Mortgages – Look Before you Leap
This Is No Ordinary Trust
DOL Expands Retirement Plan Options for Smaller Businesses
The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees. According to the DOL, the rule will enable more small and midsize unrelated businesses to join forces in multiple employer plans (MEPs) that provide their employees a defined contribution […]
How Women Can Bridge the Retirement Gap
How to Handle an Inheritance
