by kenny | Aug 12, 2021 | Monthly Newsletter
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) Act. Th e legislation, designed to boost Americans’ retirement...
by kenny | Aug 12, 2021 | Monthly Newsletter
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 many employers have either brought employees back to the physical...
by kenny | Aug 9, 2021 | Monthly Newsletter
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 because it gives them a degree of control over how the assets are...
by Lori Stewart | May 29, 2019 | Monthly 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 perfect place at an affordable price thanks to websites like Airbnb and...
by Lori Stewart | May 29, 2019 | Monthly Newsletter
Keep your tax credit for charitable gifts Following the Tax Cuts and Jobs Act (TCJA), many taxpayers are concerned about losing tax breaks for charitable contributions. Under the law, fewer households have a tax incentive to make charitable gifts. However, with...
by Lori Stewart | Sep 25, 2018 | Monthly Newsletter
It’s one of the facts of community living: Where you have neighbors, you can have problems. There are some things you can do about annoying neighbors and some things that could land you in legal trouble. Start by talking to your neighbor. Share what’s bothering you....
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