By Cara M. Chittenden We are living in confusing and scary times. The senior population has been identified as the most at-risk demographic for COVID-19. Information coming out about COVID-19 is very fluid, which can also contribute to overall stress. Thankfully there...
The pandemic gets people pondering the fragillty of life and health. This is an especially good time to create a Letter of intent, which can make matters easier for your survivors and can pass along messages of love.
By Dara M. Hensel The $2 trillion economic relief package that Congress passed to help Americans deal with the devastating financial impact of the coronavirus pandemic contains some provisions that affect seniors. In addition to authorizing direct payments to most...
Because of the spending bill signed by the President at the end of last year, clients might consider drawing down their taxable IRA balances, using the net proceeds to pay life insurance premiums.
By Dara M. Hensel There has been an explosion in the numbers of Americans rushing to make their will online. Understandably, the coronavirus pandemic has created the scramble to set up wills and end-of-life-directives. However, online do it yourself (DIY) wills are...
The coronavirus crisis has created unique estate planning and legal challenges, along with new opportunities for wealth transfer.
By Cara M. Chittenden The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like...
Post the SECURE Act, charitable deductions can make an even bigger difference to both charities and taxpayers.
By Rebecca W. Geyer As the coronavirus spreads across the United States, nursing home residents are among the most vulnerable to the disease. How can you try to ensure that your loved one stays healthy? The first thing you can do is research the nursing home. While...
Estate planning for business owners avoids costly disputes and pain later on. Goals may include keeping the business within the family or selling the business as part of a retirement plan.
