Blog
Blog Entries - 2020
Retirement Money Access and the CARES Act for Covid-19 (Coronavirus)
April 13, 2020
The 2.2 Trillion Dollar Stimulus Package known as the CARES ACT offers a NEW DISTRIBUTION OPTION for eligible RETIREMENT PLANS. Eligible retirement plans may offer distributions of up to
IMPORTANT *** THE SECURE ACT
February 10, 2020
***If your Estate Plan contains significant Retirement Assets and you have a trust in place Please call 513-351-1525 so I can review your plan to see what changes may be necessary. THE SECURE ACT effective as of
Trump's Estate Tax Sunset
February 6, 2020
Estate and gift tax planning were among the many areas of tax law impacted by the Tax Cuts and Jobs Act (the “ACT”), which took effect on January 1, 2018. In 2017 the lifetime gift and estate tax exemption amount