by Gregg Garofalo | November 24, 2021
2022 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings including your estate plan. Before entering into the new year, here are some things that need to be on your end of year checklist: Make...
by Rebekah Williams | August 5, 2020
Were you recently notified that you will be receiving an inheritance? If so, an inheritance can come hand-in-hand with conflicting emotions. An inheritance follows the death of a loved one, and especially in the event of a sudden or unexpected loss, may cause you to...
by Rebekah Williams | July 8, 2020
Trusts and Income Tax: Who Pays? Trusts are an incredibly useful estate planning tool, and they’re becoming ever more popular. But, as Trusts gain popularity, a question comes up more and more often: who pays the income tax on a Trust? It seems like a simple inquiry....
by Rebekah Williams | March 19, 2020
Because of the ongoing financial turmoil, the IRS is cutting some slack to a great many individuals and businesses. They now have until July 15 to pay any federal income taxes they owe. The delay is available to individuals who owe $1 million or less and corporations...
by Gregg Garofalo | January 14, 2020
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a...
