Encouraging an elderly parent or loved one to undertake estate planning is a sensitive topic. Many of our clients have described feeling awkward or believing that their motives were in question. Yet learning about our loved ones’ legal and financial affairs can help prevent serious problems later. Think about the issues you want to...
We previously reported about the drastic changes the SECURE Act, which became effective in January 2020, will have on retirement accounts and estate plans. The coronavirus has also impacted retirement accounts. The “Coronavirus Aid, Relief, and Economic Security Act” (CARES Act), which was signed into law on March 27, 2020, among other important provisions, postpones required...
