Plan Ahead During the Coronavirus Pandemic
The COVID-19 coronavirus has created an unprecedented situation for many of us. We all have made changes in our lives to adapt, and we are not sure when the world will get back to normal (it will soon, don’t worry!) It is unfortunate, but many of us do not think...
The Most Important Legal and Financial Actions to Take RIGHT NOW
As you already know, the COVID-19 coronavirus pandemic means nothing is business as usual. Many cities in Florida have finally started implemented a “shelter-in-place” order to limit the spread of the virus. Whether or not you are sheltered in place, it is time to...
The Impact of the SECURE Act – Part 2
If you are creating a new estate plan, or looking to update your pre-existing plan, it is important to understand the available strategies to avoid drawbacks of the new SECURE Act that may impact how your pass on your retirement account proceeds. On January 1, 2020,...