The Most Important Legal and Financial Actions To Take Right Now


As you already know,  the COVID-19 pandemic means nothing is business as usual. Many states have implemented a “shelter-in-place” order to limit the spread of the disease.


Once you have attended to your immediate needs, it will be time to consider more long term precautions.


In this time of stress and chaos, your parents may be resistant to talking about estate planning. It may feel too pessimistic to plan for the worst in the midst of a scary situation. However...

The Most Important Legal and Financial Actions To Take Right Now For You And Your Business 


Owning a business is challenging even in the best of times. Add a global pandemic, the likes of which we have never seen in our lifetime, and it becomes much more overwhelming. Often, business owners try to compensate for shortcomings in their business by bringing in more and more revenue. For many people, however, business closures and quarantines have seemingly eliminated that option.


At the moment, you may be running around like your hair's on fire...


The SECURE Act’s Impact On Estate and Retirement Planning—Part 2


In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new legislation.


On January 1, 2020, the Setting Every Community Up for Retirement...