Articles

Results 1 to 5 of 19
Most popular |Most recent


When to Take Advantage of a Spousal Lifetime Access Trust (SLAT)

USA - November 24 2020 Under the Tax Cuts and Jobs Act, in 2020 each person may transfer up to $11,580,000 without incurring a gift or estate tax. This generous exemption…

Legal Considerations of Living Together in a Multi-Generational Home

USA - October 13 2020 During COVID, many of us are balancing working remotely while caring for our children. This autumn, most of our children are returning to part-time or…

Can I Withdraw Funds From My Retirement Account During COVID-19?

USA - September 25 2020 The Paycheck Protection Program money is spent, the temporary $600 weekly unemployment supplement is over, and we still need money. We could draw on…

Gaining Access to Your College Student’s Records

USA - August 31 2020 Now more than ever, during COVID-19, we need to have access to our student’s health and financial records. Many parents do not realize that once their…

Record Low Interest Rates Let You Have Your Cake and Eat It Too - Life Insurance, Investments & Intra-family Loans

USA - August 12 2020 At this time, unless Congress acts, the current lifetime estate tax exemption amount of $11,580,000 is set to sunset in 2025, which means that in 2026…