Blog Entries - 2020

Retirement Money Access and the CARES Act for Covid-19 (Coronavirus)

April 13, 2020

  The 2.2 Trillion Dollar Stimulus Package known as the CARES ACT offers a NEW DISTRIBUTION OPTION for eligible RETIREMENT PLANS.    Eligible retirement plans may offer distributions of up to

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February 10, 2020

***If your Estate Plan contains significant Retirement Assets and you have a trust in place Please call 513-351-1525 so I can review your plan to see what changes may be necessary. THE SECURE ACT effective as of

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Trump's Estate Tax Sunset

February 6, 2020

Estate and gift tax planning were among the many areas of tax law impacted by the Tax Cuts and Jobs Act (the “ACT”), which took effect on January 1, 2018. In 2017 the lifetime gift and estate tax exemption amount

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