Monthly Archives: March 2021

Pandemic Relief for Employers

Congress has tried in many ways to help employers through the COVID-19 pandemic. The headline news was the Payroll Protection Program, passed as part...

Using Disclaimers

It’s difficult to even think that someone might not want to accept inherited assets. But sometimes clients don’t need any more assets and a...

How to Dispose of “Stuff”

Even wealthy clients are often most concerned about the possessions which they have around them. They may have financial accounts with lots of zeros,...

“Last Will and Testament” Origin

Have you ever wondered why the dispositive instrument in which you express your wishes is called a “Last Will and Testament?” Few people, including...