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Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]

Many retirees are worried about taking a required minimum distribution (RMD) in a down market and uncertain times. On March 27, 2020, President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law, which alleviates this worry by suspending RMDs for 2020. Congress’s aim in suspending RMDs was to provide relief to [...]

Did you spend your career socking away money in a Traditional IRA or roll your 401k over into a Traditional IRA after you retired? A Traditional IRA is one of the most common ways that our clients save for retirement. On December 19, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act [...]