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January 10, 2020

The SECURE ACT was passed into law at the end of December 2019 and has sweeping changes with regard to retirement plans and how they are distributed to beneficiaries upon the death of the participant.  The effective date for SECURE is for participants who passed away a...

What is an Opportunity Zone?

In the Tax Cuts and Jobs Act which was enacted in December of 2017, Congress enacted provisions designed to encourage investment and economic growth in low-income communities.

  • Sec. 1400Z-1 allows for almost 9,000 low-income communities...

July 10, 2018

Collectibles, Art and Estate Planning

What is a collectible?

According to the IRS, the definition of collectibles generally includes works of art, rugs, antiques, any metal or gem, any stamp or coin, valuable alcoholic beverages or any other tangible personal property...

August 1, 2017

   Over the last couple of years in our practice, we have encountered many situations where Joint Living Trusts were the best fit for a family's estate plan.  In many ways this vehicle creates simplicity and convenience for the family and ease in transitions later in l...

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