The coronavirus outbreak has resulted in thousands of lives lost, halted the global economy, and plunged markets into recession levels. There is not an abundance of good news right now, but there are some silver linings if you are wise in your estate planning. Certain opportunities arise under circumstances when investments lose a significant value over a relatively short period of time. Here we will discuss why now is a good time to make gifts in the form of stock market assets. In addition, … [Read more...] about Does COVID-19 Have a Silver Lining for Estate Plans?
New Tax Law and COVID-19 Relief Law Bring Changes to Your Retirement Plan Options
The Setting Every Community Up for Retirement Enhancement (“SECURE”) Act and Coronavirus Aid, Relief, and Economic Security (“CARES”) Act have brought about changes that affect your retirement plans and retirement planning options. Many of these changes are positive developments for individuals saving for retirement or looking to access their retirement plans during this financial crisis. Other changes negatively affect our estate planning clients with large IRAs and other retirement plans who … [Read more...] about New Tax Law and COVID-19 Relief Law Bring Changes to Your Retirement Plan Options
Coronavirus Causing Legitimate Financial Concerns
The coronavirus pandemic has stimulated many people to take steps to assure their finances and estate plans are up to date and express their current wishes. If you have never completed your estate plan or if it has been a few years since you last had your estate plan reviewed, we can give you some peace of mind that your finances are in order. Call our office at 951-787-7711 now to schedule your appointment. WAYS TO CONDUCT YOUR MEETING WITH US In-Person Meetings at Our Riverside … [Read more...] about Coronavirus Causing Legitimate Financial Concerns
Working from Home? Tips & Tricks from Our Team
In the wake of shelter in place orders, our teams moved to a virtual workplace that is physically located in each of our homes. Working from home presents a new set of challenges, and I am happy to say that we have all risen to the occasion. We’ve rounded up tips and tricks from our attorneys, paralegals, and support staff that help us stay centered, focused, and productive. Tech Tip: Two Computer Monitors in One! “Now that I’ve gone from using two monitors at the office to just one … [Read more...] about Working from Home? Tips & Tricks from Our Team
