Pittsburgh Estate Planning Lawyers: “Don’t forget about the SECURE Act!”
As we close out 2020 in hopes of a better 2021, Pittsburgh estate planning lawyers are encouraging their clients to reflect on legal changes that may have gone overlooked in …
What the New SECURE Act Means for Your Retirement Accounts
On December 20, 2019, President Trump signed into law the SECURE Act (Setting Every Community Up for Retirement Enhancement), which was included in a last-minute appropriations bill designed to avert a government shutdown before the …
Opportunity with IRA and Charitable Donations
The new tax laws, which were implemented last year, will change the way many Americans file their taxes. A tax filer has the option each year of either choosing standard …
Should I Put Beneficiaries On My Accounts?
It is common practice at many banks and financial institutions to advise account holders to name beneficiaries on their accounts. At first glance, this seems like great advice. The assets …