Our Estate Planning Blog
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15, 2020, because of the novel coronavirus pandemic.
The U.S. Small Business Administration (SBA) is offering up to $2 million in Economic Injury Disaster Loans for small businesses impacted by the coronavirus, in addition to a resource page detailing eligibility and how to apply.
Treasury Secretary Steven Mnuchin announced Friday that the administration has moved the IRS deadline for filing taxes from April 15 to July 15 due to the disruption caused by the coronavirus.
Bookmark this page for fast and easy access to Coronavirus updates.
An End-of-Life Checklist can avoid any confusion or questions that may arise among different family members.
The COVID-19/ Coronavirus is the largest global health challenge in many years. The disease, and the policies enacted by governments in an effort to contain
The elimination of the Stretch IRA is a game changer, especially for parents who were considering bequeathing savings in IRAs to their children.
The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.
These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.
My parents are in their 70s and they don’t have anything planned. I’ve spoken with them about the importance of planning.
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