The government may be trying to get their hands into your and your loved ones’ pockets again - - and in a VERY BIG way! I’m not going to predict which political party will win the November election and control the Presidency, Senate, and House. But I do need to let...
7 ways to strengthen the grandparent-grandchild bond while sheltering in place
Nothing is “normal” these days. While we don’t yet know how bad COVID-19 will ultimately be, we do know that people over 60 are at particular risk for complications, should they become ill. That has many grandparents sheltering in place and unable to be physically with their grandchildren.
Did you know that June 15th is World Elder Abuse Awareness Day? World Elder Abuse Awareness Day (WEAAD) was launched back in 2006 by the International Network for the Prevention of Elder Abuse and the World Health Organization (WHO) at the United Nations. The...
Statistics tell us that, at some point during your lifetime, there is a greater than 50% chance that you (or your spouse) will become disabled or otherwise unable to handle your own affairs. That’s when the Successor Trustee under your Living Trust (your spouse,...
As we approach the celebration of Father’s Day, our firm’s members each take a moment to reflect upon our fondest memories of Dad. JEFF: "My favorite memories I have of my father are focused on friendly competition between us. We would play basketball at the park...
The CARES Act waived all required minimum distributions (RMDs) from retirement accounts for this year. This includes withdrawals from traditional IRA's, SEP IRA's, and SIMPLE IRA's, as well as 401(k), 403(b) and Governmental 457(b) plans. And, this relief applies to...
We have invited Harvard educated economist, Dryden Pence - - who regularly on TV at Fox Business News, CNBC, and Bloomberg Business - - to address these burning questions in the minds of so many of our clients: How bad will this Coronavirus pandemic get? How long will...
by Attorney, Philip Kavesh Once a child (or grandchild) reaches age 18, in California and many other states he or she is considered an "adult" (at least for legal purposes). However, that young adult may still depend on his or her parents for financial support or for...
* IRA OWNERS BEWARE * New "SECURE" Act Makes Your IRAs Less Secure! If you have IRAs that in total (including your spouse's) exceed $200,000, you must read on. What's this New Law About?To the surprise of many, a little publicized provision was added last minute to...
Estate planning is something that we see a lot of people put off until later. It's something that can sometimes be difficult to talk about amongst couples and families. And, of course, nobody likes to think about what could happen if they become ill, disabled or were...
