Mar 30, 2020 | Uncategorized
An excellent summary of the CARES Act provisions. Small business owners should review and inquire about some of the SBA loan programs. https://content.natlawreview.com/article/summary-cares-act
Feb 27, 2020 | Estate Planning
A beneficiary is the person or persons designated to receive the benefit of any life insurance, IRA, Annuity or 401k Plan when you die. Seemingly straightforward, however, there are several mistakes people make when making these designations. For most, the...
Feb 14, 2020 | Estate Planning
Father Time is Undefeated The death of Kobe Bryant is a real shock. Someone who seemingly had everything and was entering the prime of his life is now gone in an instant. The media showed countless pictures of him and his family. Kobe seemed to be a great father and...
Jan 24, 2020 | Durable Powers of Attorney, Estate Planning, Trusts, Uncategorized, Wills
In this segment, I talk about estate planning, why it is important for women to be involved in the planning process, the top reason why a plan would fail, why you want to pay a professional, and the SECURE Act. ...
Jan 21, 2020 | Estate Planning
“Both spouses need to know basic things about family finances, no matter who handles bills or long-term investing. That means looking over tax returns, knowing about the bank accounts, keeping tabs on everyone’s retirement balance and making joint decisions...
