Estate and Trust Services
Protect Your Estate and Trust
Recent Articles
Tax Breaks for Individuals Were Extended Under the Consolidated Appropriations Act, 2021
In late December of 2020, President Trump signed into law the Consolidated Appropriations Act, 2021 (the Act), which included the long-anticipated pandemic-related Tax Relief Act of 2020. It also included the Taxpayer Certainty and Disaster Relief Act of 2020, which...
Is Social Security Headed for Bankruptcy?
Beginning next year, for the first time in 39 years, Social Security is projected to dispense more money than it takes in, which means that the money being collected by the program will soon not be enough to cover the benefits being paid out. Does this mean that...
How the SECURE Act Made Employer-Sponsored 401(k) Plans More Accessible
The Setting Every Community Up for Retirement Enhancement (SECURE) Act changed the rules for employers on retirement plans, making it easier for employers to offer 401(k) plans and for employees to take part in them. Here’s how. Multiple Employer Plans Known as MEPs,...
Our Individual Services
Looking for Business Services?
Our Business Services
Looking for Individual Services?
