It is always smart to review your estate plan periodically to ensure that it will work as you intend when you need it. As we hunker down during the COVID-19 crisis, now is a good time for such a review.
Here are six tips to make sure your estate plan is in...
There has been a deluge of information, and misinformation, on the CARES Act and what it means to people. The Coronavirus Aide, Relief and Economy Security Act (CARES Act), is a $2 trillion aid package was passed by Congress and signed by...
Michelle Beneski, Managing Partner at Surprenant & Beneski, PC, CELA, LLM Taxation
As many of you know, my brother Dan, who is also my partner here at the firm, recently had a heart attack which was followed by a quadruple bypass. We were all greatly comforted knowing that he was in...
You've worked incredibly hard to save for retirement. Perhaps you will depend on your 401(k) or other market-based retirement accounts as your main source of income during retirement. Like many Americans, you may have concerns about the volatility of the stock market. The Wall Street community has been in a state of...
By H. DENNIS BEAVER, ESQ. | Author of "You and...
The SECURE Act became law on December 20, 2019. SECURE stands for the Settling Every Community Up for Retirement Enhancement Act of 2019. Taking some time to understand what this law does and how it might affect you could help you plan better for your retirement. The SECURE Act...
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act). The SECURE Act, which is effective January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. The SECURE...
The role of annuities in retirement planning is one aspect of the Secure Act that...
It turns out as a surprise to some retirees but the withdrawals from a 401(k) are taxable. However, it is important to remember that the contributions are beneficial, because they lower...
The key to learning about the financial plans of your parents, is to ask for advice on your plans and then ask about their plans, according to
