The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act was passed in December of 2019 and aims to increase access to tax advantaged accounts and prevent older Americans from outliving their assets.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was a roughly $2 trillion economic relief package passed by Congress and signed into law by President Trump on March 27th, 2020.

Please note that if you are interested in updating your estate plans for any reasons, we are now permitted (temporarily) to conduct video (e.g., zoom, etc.) signing meetings for estate plan documents.

Upon the death of a loved one, whether they had a will, trust or no estate plan at all, it is important for the surviving family members to consult with an attorney experienced in the administration of estates and trusts.

As people are living longer, the need for long-term care planning has increased. The specialized area of estate planning referred to as “elder law” addresses planning for long-term care.

We have recently included forms to provide digital access authorization to those persons the clients would like to appoint. Many of our assets are in digital format in today’s age.

Review a brief summary of the some of the provisions of the new laws passed recently that affect small to medium size businesses (i.e., those under 500 employees).

The following information comes from the U.S. Department of Labor. The FFCRA applies to all employers with less than 500 employees, now including those employers with less than 50 employees.