OUR WRITING / BLOG

Life-time Funds for Disabled People

Retirement Accounts and Special Needs Trusts By Evan J. Krame At the end of 2019, the law governing retirement account distributions changed significantly. Until the passage of the SECURE Act, beneficiaries might qualify to stretch out an inherited IRA account over their lifetimes. Now, most designated beneficiaries have no more than ten (10) years to […]

Checklists – Just In Case

Severe illness is on our minds as virus cases soar. While we may be coping with health care issues, there are also financial concerns and emotional needs. To reduce some of the stress, each of us should organize our estate information for easy access and do some simple planning. Here’s a checklist of items to […]

how to talk about your issues

The time has come for that dreaded conversation with your children.  I wish it was the one about sex.  Love in the age of Corona virus means planning for illness and even death. This requires a dedicated discussion. Much has changed in the way we communicate.  In other times, I would suggest that clients use […]

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