As the pandemic weighs on the economy, make sure assets are protected
Given the economic downtown , it’s even more important for investors consider a plan to make sure assets are protected.
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Congress extends loan forgiveness for small business PPP
Congress last week passed legislation to extend the timeline and requirements for loan forgiveness under the PPP program.
Historically low rates, market conditions open door for GRATs
Lower asset values combined with historically low interest rates may favor certain wealth transfer strategies such as GRATs.
Value of higher education continues to increase
Much is shifting in the education landscape, but some things continue to improve, including the value of higher education.
Guidelines offer clarity on PPP loan forgiveness for small businesses
The Small Business Association announced guidelines for loan forgiveness for the PPP program for small businesses.
Moving forward when RMDs are suspended
The CARES Act provisions suspended RMDs for this year and may impact investors’ financial plans.
Planning for college in challenging times
Planning for college can be challenging in the near term but families and students can still make progress toward their goals.
States, businesses hope for more economic aid in next pandemic relief bill
Many lawmakers are planning for a fourth phase of pandemic relief funding, which could include aid for states and individuals.
Five planning ideas to consider under the CARES Act
The CARES Act provides emergency assistance to those affected by the pandemic with a range of programs from expanded unemployment benefits to loans.
Pandemic highlights need for legal documents
The pandemic highlights the importance of family communications and having legal documents in place.