June 19, 2020

Married couples will usually make their estate plan together, especially if they hold most assets jointly and have the same goal to provide for their family’s future.  In that case, the surviving spouse would receive the majority of assets as primary beneficiary and ac...

May 1, 2020

If you receive SSI, you might be eligible for your own economic impact (stimulus) payment as part of the coronavirus relief package passed by Congress. In many cases, the IRS already has your information and you don’t need to do anything in order to receive your $1,200...

March 24, 2020

During these uncertain times, we cannot overemphasize the importance of implementing a cohesive estate plan. We are all experiencing rapid changes from day to day, including slowdowns and closures of our courts. This means that in an emergency situation, convincing a c...

March 20, 2020

With the threat of pandemic looming over us, we hope that you’re staying home and staying healthy. But since the urgency of this event has reminded us of how things can quickly spiral out of control during an emergency situation, we wanted to take a moment to issue a r...

February 25, 2020

Most provisions of the SECURE Act, signed into law this past December, were aimed at making retirement planning more accessible to a greater number of Americans. However, one requirement regarding Individual Retirement Accounts (IRAs) might complicate the estate planni...