Spring 2019 Newsletter
Should you rent a vacation home? Vacation rentals, whether near the ski slopes or on the beach, can be a great way to create memories with family and friends. It’s never been easier to find the...
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Use caution when creating an IRA inheritance trust When you hold an IRA, those funds can be distributed to the person you name as beneficiary or to an inheritance trust. Some IRA owners choose a trust...
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Reopening presents traps for employers The coronavirus pandemic has created an unpredictable landscape for employers. As of right now, states are in various stages of their phased reopening plans and...
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Passage of SECURE Act expected by year-end Estate planners have been watching Congress closely, waiting to see what will happen with the Setting Every CommunityUp for Retirement Enhancement (SECURE)...
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