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Relocating for Retirement, Family … or Taxes?

Does your ability to pass on your wealth to your heirs depend on where you live ... and die? Indeed, it does.

Posted on: April 30, 2020

What’s the Difference Between an Inter Vivos Trust and a Testamentary Trust?

Estate planning offers tools to establish and maintain effective control over cash, investments and real estate assets during a person's lifetime and upon death. While wills and beneficiary designations work well to ensure that an estate plan meets the unique needs of the individual establishing the plan, each has its limits.

Posted on: April 29, 2020

Handing Kids Keys to Your Home Is Never Good Estate Planning

Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.

Posted on: April 28, 2020

Rules for the HIPAA Waiver Relaxed?

Under the temporary enforcement waiver, OCR won't impose penalties for disclosure of protected health information, if the business associate makes good-faith use or disclosure for public health activities and informs the covered entity within 10 business days.

Posted on: April 27, 2020

Massive Changes to RMDs from Stimulus Plan

Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.

Posted on: April 24, 2020

Estate Plan Updates in the Age of Coronavirus

Financial advisors and estate attorneys say they are seeing a flurry of inquiries from people seeking to update or draft wills and take other estate-planning measures amid the coronavirus crisis.

Posted on: April 23, 2020

Finalizing Estate Planning Documents while Social Distancing

Besides seeking to draft or alter wills and trusts, many clients were changing trustees, executors and the agents they assigned to oversee their finances and health care, if they were unable to make decisions themselves.

Posted on: April 20, 2020

C19 UPDATE: Will Insurance Help Business Owners Recover Lost Income?

It is important to promptly review policies, notify insurers of claims, and track losses, even if there are issues or questions that may ultimately preclude coverage.

Posted on: April 19, 2020

C19 UPDATE: Confused About Coronavirus Relief for Small Businesses and Independent Contractors?

Many small companies, nonprofits and freelancers are eligible for federal grants and low-interest loans. But confusion, delays and red tape abound.

Posted on: April 18, 2020

What I Need to Know about Caring for a Loved One with Dementia

There are few challenges more emotional and difficult than caring for an aging loved one who has dementia. In addition to the normal challenges of aging, elders who suffer from dementia can experience dramatic temperament changes and require more attentive care. As the condition progresses, wandering becomes a risk and around-the-clock care may be needed.

Posted on: April 17, 2020