Viewing 1 - 4 out of 4 posts

Be Aware: The new SECURE Act May Substantially Impact Your Retirement and Estate Plans

If you have an IRA or 401(k) account as part of your retirement and estate planning, you should be aware of important new legislation that has changed a number of Read More

Opportunity Zones & Qualified Opportunity Funds: An Emerging Economic Development and Investment Tool Worth Considering

The Opportunity Zone program is an important new community economic development and investment tool created in late 2017 by the federal Tax Cuts and Jobs Act.  This program is designed Read More

Nursing Home Expense and Irrecovable Trusts

Many people have transferred their homes into irrevocable trusts as a way of making themselves eligible for state assistance if they go into a nursing home. Most know that this Read More

Viewing 1 - 4 out of 4 posts