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The Senate and House of Representatives approved a $2 trillion stimulus package named the Coronavirus Aid, Relief, and Economic Security (CARES) Act in response to the COVID-19 crisis – the largest emergency package of its…
Uncertainty around the impact of the coronavirus has brought a high level of volatility and has ultimately driven us into bear market territory (a pullback of 20% or more from peak levels). Daily market swings…
With the rapid rise in reported cases of coronavirus around the world, travelers are reconsidering their upcoming vacation plans. For many, that could mean canceling trips while for others, it means looking into travel insurance. If…
Thinking about taking advantage of the current federal estate exemption? A Spousal Lifetime Access Trust may play a critical role in your long-term estate planning. What is a Spousal Lifetime Access Trust (SLAT)? A Spousal…
The SECURE Act, which passed in December, made the most pronounced changes to retirement accounts in a long time. Those changes also have a ripple effect that has us revisiting our clients’ estate plans. Under previous…
When we’re sitting with prospective clients, we often see a similar range of emotions during our meeting. At first, they may be anxious or embarrassed, worried that they didn’t start saving for retirement earlier or…
One of the major changes in the 2017 Tax Cuts and Jobs Act (TCJA) was an increase in the estate and gift exemption, which is the amount that one can gift during their life or…
Some of my fondest memories include sitting around the kitchen table playing The Game of Life with our children. Reminiscing about those afternoons, I realize Milton Bradley’s board game provided a roadmap to the types…
Can a commitment to strong environmental, social, and governance (ESG) practices help attract and retain talented employees? ESG investing matters more than you might think. Consider Donna and Sam Franklin, who were young medical researchers when…
Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…
