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Estate Planning Emerges As a Critical Need, Timely Opportunity Amidst Pandemic

As the Coronavirus pandemic continues to sweep through the United States, schools are shuttering for the Fall session, employers are extending remote work plans, and the nation’s healthcare system is preparing for an upward trend in positive COVID-19 cases, hospitalizations and, sadly, deaths. With the rates at which people have suddenly fallen ill and become incapacitated from…

The SECURE Act of 2019 and Its Impact on Estate Planning

In December 2019, Congress enacted the Setting Every Community Up for Retirement Enhancement Act of 2019, or as it’s more commonly known, the “SECURE Act.” The SECURE Act took effect January 1, 2020 and changed many rules that govern your retirement plans and other tax deferred plans. As a result, changes may need to be made to…

Tax Planning
Tax Planning

Supreme Court Justice Oliver Wendell Holmes, Jr., once observed, “Taxes are what we pay for civilized society,” but no person or company should pay more than their fair share of that liability. Taxes inform every business transaction, asset purchase or sale, financing deal, succession plan, and estate planning strategy. For businesses,…

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